Stewart Dagnon Personal CFO

Stewart graduated from the University of Cincinnati before launching his career in public accounting at a Big Four firm. During his time as a public accountant, he gained valuable experience working directly with clients in various industries including Venture Capital, Multi-Family Offices, VC Backed Tech Companies, Oil and Gas, among various other industries.

As a Personal CFO, Stewart’s role is to educate, guide, and counsel clients to reach their full financial potential allowing them to live the life they want. As life changes occur, “traditional financial plans” often get off track, which is why having a Personal CFO as a partner, educator, and mentor along the journey is what makes working with Stewart and Invst so unique.

During Stewarts’ free time away from financial advising, he and his fiancé run their real estate and management company. He enjoys traveling, exploring new restaurants, skiing and golfing. Stewart is young, motivated, and excited to work with his next clients.

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