Gerald Dagostino, CPA, CFP®

Wealth Advisor

With 40+ years of experience, Gerald “Jerry” Dagostino has guided countless clients to retirement security and long-term wealth. As both a CPA and Certified Financial Planner®, he blends tax expertise with a big-picture financial vision—helping clients make smart, confident decisions.

Based in Williamsburg, Virginia, Jerry enjoys time with his family and their Shetland Sheepdog, Duffy, when he’s not helping clients plan their financial futures.