Broker Check
David D’Agostino

David D’Agostino

Managing Partner | Wealth Manager

After nearly eight years in the banking industry, David entered the investment and insurance business with Prudential Preferred Financial Services in 1994. He worked with clients in the prestigious Fifth Avenue office for five years before leaving to become an independent advisor. In 2004 He relocated to Florida and opened the Altamonte Springs office of Infinity Financial Group. In early 2021, the offices was relocated to Tavares, FL. We continue to serve clients all over Florida as well as NY and several others states. 

David specializes in retirement accumulation and distribution planning, life, health and disability, and long term care insurance for individuals and small businesses. Small business clients can take advantage of our industry knowledge to set up 401(k), 403(b), Simple and SEP IRAs and other retirement plans. David likes to take a holistic approach to provide a personalized plan for his clients. 

Active in the Chamber of Commerce and other business groups, David enjoys playing golf, traveling, hiking, going to Yankee baseball games, exercising and spending time at the beach.