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Andrew Agosta

Andrew Agosta

Managing Partner & Private Wealth Advisor

925-791-4438

andrew@prosperityfg.com

Andrew brings deep expertise in investment strategy and wealth management to his role as Managing Partner and Private Wealth Advisor. His career reflects a consistent commitment to serving sophisticated clients with tailored, results-driven financial solutions.

Prior to his current firm, Andrew spent 11 years at First Trust Advisors as Senior Vice President within the RIA & Institutional Group. In this role, he worked closely with the firm's largest clients, delivering customized investment strategies encompassing tax-managed approaches and private market investments.

Earlier in his career, Andrew served as a Financial Advisor at Wells Fargo Advisors, where he guided high-net-worth individuals and corporate executives through complex financial decisions — with a focus on portfolio construction, risk management, and long-term wealth creation.

Andrew holds a Bachelor of Science in Business Administration from the University of Missouri and an MBA from Saint Louis University. As a CERTIFIED FINANCIAL PLANNER™ professional, he is guided by fiduciary principles and a disciplined investment philosophy — ensuring every recommendation is made with his clients' best interests at heart.

Outside the office, Andrew is an avid golfer and dedicated youth baseball coach. He lives in the area with his wife, Brittany, and their three sons — Dominic, Christian, and Anthony.

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