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Charles D’Agostino

President and Founder

Charles D’Agostino focuses on helping retirees protect their hard-earned savings. Born and raised in Baton Rouge, LA, he attended Southeastern Louisiana University where he earned a Bachelors of Science in Finance. 

Charles has been meeting the needs of his clients since 2006. He is licensed in insurance with a specialty and certification in annuities. 
 
Charles maintains an A+ rating with the Better Business Bureau by having complete openness and transparency with his clients and their families. As a resident of Mobile with offices in Mobile and Daphne, Charles is able to meet the needs of his clients throughout all of Mobile and Baldwin County.


Charles spends most of his spare time hunting, fishing, relaxing on the beach, and cheering on the Saints!

Reach out to Charles today or meet him at one of his upcoming seminars. 

Amy Baughman

Amy Baughman has over 20 years of experience working in the financial industry.  She was raised in Mobile, AL and is a graduate of the University of South Alabama with a Bachelor of Science in Finance. Amy lives in Daphne, AL with her dog, Smalls. She enjoys volunteering in the community, hiking with Smalls, kayaking, biking and spending time with her family and friends.
Contact Amy

Yes, I would like a no-cost, no-obligation, discovery meeting!

Let’s get started planning for the retirement you deserve.

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Daphne, AL

  • 25369 US Hwy 98 Suite E

Mobile, AL

  • 721 Oak Circle Drive E Suite A

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Charles D’Agostino/D’Agostino Financial, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
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