Alessandro (Sandro) D'Agaro, CFA
Hi, I'm Sandro, the founder of D'Agaro Financial Advisory ("DFA"). After spending more than 20 years as an equity research analyst at UBS Global Asset Management and Thrivent Asset Management, and also earning my Chartered Financial Analyst® (CFA) designation along the way, I started DFA to do what I care about most - helping people feel confident and in control of their financial future.
My path here wasn’t a straight line. I studied Materials Science and Engineering at the University of Michigan (Go Blue!) and served as a Navy officer in the submarine service and intelligence community before earning my MBA at the University of Chicago Booth School of Business. Those experiences taught me discipline, problem-solving, and the importance of navigating uncertainty, skills I bring to every client relationship.
Money can feel complicated and intimidating, but my mission is to make it approachable and empowering. I believe everyone deserves a clear, personalized plan that takes the stress out of finances and allows them to focus on what matters most in life.
When I’m not working with clients, you’ll probably find me outdoors hiking and exploring nature, traveling (especially back to Italy), reading, or logging miles while training for my first marathon. I also have an uninterrupted workout streak of over 300 days and ongoing. I am a music lover with a collection of over 12,000 albums, and I never pass up time with my wife and our four grown kids.
As a fiduciary and fee-only advisor, I work for my clients - period. I don’t take commissions or sell products. My role is to be your guide, helping you chart a financial path as steady and rewarding as conquering a mountain.
Our Values
Simplified Financial Planning
Committed to simplicity, communicating in jargon-free language. I offer a judgement-free space to discuss anything that worries you.
Unwavering Dedication to Clients
I am a fiduciary, so your needs and values come first, with clear, unbiased guidance. I want to understand the "why" of your priorities and goals, not just numbers.
Focus on the Long-Term
We are in it for the long-term - our relationship, your investments. There are no easy shortcuts, just dedication and accountability to goals.
Trust and Transparency
Trust is at the heart of every advisory relationship, and I aim to earn yours. I value integrity, accountability, and transparency.