Broker Check
Vincent D'Agostino

Vincent D'Agostino

President, CPA, MT, RICP®, Investment Advisor Representative

Vincent D’Agostino is the founder and president of Mayfield Financial Services.  He founded the Company in 1994.

Vince has a couple professional passions.  The first passion is “the creation of a community of wealthy individuals and families”.  Vince’s purpose for helping to create wealth for his customers is simple – it is so that they and their loved ones have options in their life and can make the important life decisions, without money being the deciding factor. 

The second passion is “the transitioning of his customers into retirement at the earliest age possible”.  Through the years he has personally seen the benefits an early retirement can provide, especially the improved physical and mental health of the retiree and the additional capacity created for quality time with the retiree’s loved ones and their passions.

Vince received his bachelor’s degree in both Accounting and Finance from The Ohio State University in 1991 and a Master of Taxation from the University of Akron in 1992.  Vince has been a licensed CPA in Ohio since 1994.  He also received his RICP™ (Retirement Income Certified Professional) designation from the American College in 2017.  He also holds various securities licenses including his Series 6, Series 7, Series 26, and Series 63.  Vince is an Investment Advisor Representative and holds his insurance licenses in life, health and disability.  Vince is also currently studying for the CFP® exam.

In his free time, Vince enjoys spending his time with his family, and especially his soon-to-be wife, Diana.  He also enjoys aviation, weightlifting, hunting, fishing, sailing, motorcycling and vacationing domestically and abroad.

Vince looks forward to meeting with you to discuss how he can help you!