James S. Agostini,  CFP<sup>&reg;</sup> - Financial Advisor

James S. Agostini, CFP®

ChFC®

Managing Partner

DaVinci Financial Designs LLC

3200 Devine St, Ste 200
Columbia, SC 29205
(803) 741-0134

General

James Agostini is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DaVinci Financial Designs LLC in Columbia, SC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 26, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: SC
  • Health/disability insurance: SC
  • Variable annuities: SC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources