AeroLeads people directory · profile

Carl D'Agostini, Aams®, Crpc® Email & Phone Number

Financial Advisor / Wealth Strategist at Sierra Ridge Wealth Management, LLC at Sierra Ridge Wealth Management, LLC

Location: Fairfield, California, United States 9 work roles 1 school

1 work email found @edwardjones.com 2 phones found area 707 and 510 LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 100%

Current company

Sierra Ridge Wealth Management, LLC

Role

Financial Advisor / Wealth Strategist at Sierra Ridge Wealth Management, LLC

Location

Fairfield, California, United States

Who is Carl D'Agostini, Aams®, Crpc®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Carl D'Agostini, Aams®, Crpc® is listed as Financial Advisor / Wealth Strategist at Sierra Ridge Wealth Management, LLC at Sierra Ridge Wealth Management, LLC, based in Fairfield, California, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 707, 510, and a matched LinkedIn profile for Carl D'Agostini, Aams®, Crpc®.

Carl D'Agostini, Aams®, Crpc® previously worked as Financial Advisor / Wealth Strategist at Sierra Ridge Wealth Management, Llc and Financial Advisor at Edward Jones. Carl D'Agostini, Aams®, Crpc® holds Bachelor Of Science - Business Administration, Accounting And Finance from University Of California, Berkeley.

Company email context

Email format at Sierra Ridge Wealth Management, LLC

This section adds company-level context without repeating Carl D'Agostini, Aams®, Crpc®'s masked contact details.

*@edwardjones.com

68% confidence

AeroLeads found 1 current-domain work email signal for Carl D'Agostini, Aams®, Crpc®. Compare company email patterns before reaching out.

Profile bio

About Carl D'Agostini, Aams®, Crpc®

Carl D'Agostini, Aams®, Crpc® is a Financial Advisor / Wealth Strategist at Sierra Ridge Wealth Management, LLC at Sierra Ridge Wealth Management, LLC. He possess expertise in retirement planning, estate considerations, 401k rollovers, traditional ira, roth ira and 12 more skills.

Listed skills include Retirement Planning, Estate Considerations, 401K Rollovers, Traditional Ira, and 13 others.

Current workplace

Carl D'Agostini, Aams®, Crpc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Sierra Ridge Wealth Management, Llc

Financial Advisor / Wealth Strategist at Sierra Ridge Wealth Management, LLC

9 roles

Carl D'Agostini, Aams®, Crpc® work experience

A career timeline built from the work history available for this profile.

Financial Advisor / Wealth Strategist

Current

Sierra Ridge Wealth Management, Llc

Sonoma, California

Sierra Ridge Wealth Management is a full-service financial firm committed to helping people achieve their financial goals. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Sierra Ridge Wealth Management comes in. Whether your concern is not having enough money to last throughout your retirement or preserving your wealth, we can help you. We provide a fully integrated approach to both building your wealth though the use of customized portfolio management strategies, and preserving your wealth through asset management structures with insurance solutions. We work with you to reach new heights together. Securities and investment advisory services offered through NEXT Financial Group, Inc. (“NEXT”), Member FINRA/SIPC. Sierra Ridge Wealth Management is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT. www.sierraridgewealth.com

Jun 2018 - Present

Financial Advisor

Edward Jones

Fairfield Ca

Dec 2008 - May 2018

President

Cgt Worldwide Llc

Maricopa, Az

Started and managed a direct sales business in the telecommunications industry and was responsible for sales, marketing, and strategic partnerships.

Aug 2007 - Nov 2008

Placement Manager

Accounting And Finance Personnel, Inc.

Phoenix, Az

Directly managed client relationships and business development for a specialty placement firm.

Nov 2006 - Aug 2007

Assistant Vice President

Knn Public Finance

Oakland Ca

Managed refunding analysis, debt capacity analysis, and transaction support as a municipal securities analyst.

Jun 2004 - Sep 2006

Independent Systems Consultant

Self Employed

Pleasanton Ca

Installed and maintained networking software and small area network solutions.

Jan 2002 - Jun 2004

Accounting Manager

The Clorox Company

Managed cost accounting, forecasting, and cost savings tracking for Fresh Step and Scoop Away cat litter brands while service on cross-functional teams to lower costs, improve service and support major business initiatives.

Jun 2000 - Jan 2002

Manager Of Technical Services

Jones Hall Aplc

Directed and supervised all quantitative and analytical services for one of California's leading bond council law firms.

Apr 1993 - Jul 2000

Auditor And Business Consultant

Arthur Andersen

San Francisco, Ca

Audited clients in the financial services, small business, and insurance industries. Also implemented accounting software solutions.

Jul 1989 - May 1992

1 education record

Carl D'Agostini, Aams®, Crpc® education

University Of California, Berkeley

Accounting And Finance

FAQ

Frequently asked questions about Carl D'Agostini, Aams®, Crpc®

Quick answers generated from the profile data available on this page.

What company does Carl D'Agostini, Aams®, Crpc® work for?

Carl D'Agostini, Aams®, Crpc® works for Sierra Ridge Wealth Management, LLC.

What is Carl D'Agostini, Aams®, Crpc®'s role at Sierra Ridge Wealth Management, LLC?

Carl D'Agostini, Aams®, Crpc® is listed as Financial Advisor / Wealth Strategist at Sierra Ridge Wealth Management, LLC at Sierra Ridge Wealth Management, LLC.

What is Carl D'Agostini, Aams®, Crpc®'s email address?

AeroLeads has found 1 work email signal at @edwardjones.com for Carl D'Agostini, Aams®, Crpc® at Sierra Ridge Wealth Management, LLC.

What is Carl D'Agostini, Aams®, Crpc®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 707, 510 for Carl D'Agostini, Aams®, Crpc® at Sierra Ridge Wealth Management, LLC.

Where is Carl D'Agostini, Aams®, Crpc® based?

Carl D'Agostini, Aams®, Crpc® is based in Fairfield, California, United States while working with Sierra Ridge Wealth Management, LLC.

What companies has Carl D'Agostini, Aams®, Crpc® worked for?

Carl D'Agostini, Aams®, Crpc® has worked for Sierra Ridge Wealth Management, Llc, Edward Jones, Cgt Worldwide Llc, Accounting And Finance Personnel, Inc., and Knn Public Finance.

How can I contact Carl D'Agostini, Aams®, Crpc®?

You can use AeroLeads to view verified contact signals for Carl D'Agostini, Aams®, Crpc® at Sierra Ridge Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Carl D'Agostini, Aams®, Crpc® attend?

Carl D'Agostini, Aams®, Crpc® holds Bachelor Of Science - Business Administration, Accounting And Finance from University Of California, Berkeley.

What skills is Carl D'Agostini, Aams®, Crpc® known for?

Carl D'Agostini, Aams®, Crpc® is listed with skills including Retirement Planning, Estate Considerations, 401K Rollovers, Traditional Ira, Roth Ira, Fixed Annuities, Variable Annuities, and Sep Ira.

Security Check