As President and CEO at Agnone & Associates Financial Services, I specialize in overseeing the critical aspects of ensuring that our clients are delivered a custom and comprehensive experience that allows them to stay on track towards their financial goals and dreams. I strive to provide comprehensive financial planning for individuals, families, and business owners from all walks of life. I love helping people learn more about financial planning and understand the process of reaching their financial goals.
I have served in the financial services industry for over 27 years. Prior to founding Agnone & Associates Financial Services, I managed property and casualty insurance underwriting and marketing operations for several large carriers. Over the course of my career, I have obtained the Certified Wealth Strategist® (CWS®) designation as well as the Certified Plan Fiduciary Advisor (CPFA) designation. I attended Northeastern University, where I received my Bachelor of Science in Business Administration, and then I later attended graduate school at Bryant University, where I received my Master of Business Administration with a concentration in Finance.
I currently live in Chepachet, Rhode Island with my wife, Denise, who is the Vice President of Operations at Agnone & Associates Financial Services. Together, we have two adult children and three grandchildren. I believe that my family is my “why” when it comes to building my legacy as a trusted financial advisor. I am a member of both the Putnam Business Association and the Glocester Business Association. When I am not servicing clients, you can find me reading, playing golf, or watching sports. I also have a personal goal to visit every MLB stadium in the country, and so far, I have 26 of them under my belt.