Bill D'Agostino, AIF<sup>®</sup>

Bill D'Agostino, AIF®

Wealth Manager
Office: Waltham, MA

Education & Certificates

B.S., Babson College
Accredited Investment Fiduciary®

Professional Background

I have been serving clients as a financial advisor for over 27 years. After graduating from Babson College in 1997, I began my career with Ameriprise Financial. In 2012, I helped establish Aspire Wealth Management Corporation where I served as the President and Chief Compliance Officer. In 2025, I joined CW Advisors and continue working with my clients on comprehensive planning and wealth management solutions.

Personal Interests

In my free time I enjoy spending time with my family. My children's activities keep my wife and I busy. Most weekends you will find me cheering on my son in basketball and baseball or watching my daughter perform in competitive dance. I also enjoy cooking and experiencing new restaurants.