Dustin is a Certified Financial Planner™ practitioner with extensive training in retirement and estate planning, business transition, portfolio management, and insurance.  He began his career at UBS in 2006 and joined the Waterfront Wealth Management team shortly thereafter. Dustin specializes in helping people in transition; whether it’s due to an inheritance, change in marital status, employment, or location.  As the father of an Autistic child and Vice President of the local Autism Society, Dustin is also uniquely positioned to navigate the complex considerations in estate planning, special needs trusts, healthcare issues, and the emotional aspects of providing for a loved one with a disability.  Additionally, Dustin has obtained a Certified Divorce Financial Analyst™ designation, allowing him to effectively advise clients to better understand and address the complicated financial issues of divorce.

Along with his CFP® and CDFA® designations, Dustin maintains his series 7, 66, Life Insurance, and Variable Annuity Licenses.  Dustin graduated with a Bachelors degree in Economics from San Diego State University, where he also received his Certificate in Personal Financial Planning.  A long-time San Diego resident, he resides in Lakeside with his wife Debbie, young daughters Gracie & Aly, and their loyal dog Chewbacca. 

• Certified Financial Planner¿
• Cetified Divorce Financial Analyst¿

• Vice President - Autism Society of San Diego

AZ, CA, FL, IN, MD, MI, MS, NJ, NV, OR, SD, TN, VA