Rinaldi Wealth Management
DUSTIN C. RINALDI, CFP®, AWMA®, CRPC®
SERVICES
Financial Planning: Personalized plans from a CERTIFIED FINANCIAL PLANNER™ to help you reach your financial goals.
Investment Management: Custom built investment strategies developed to maximize return depending on your desired risk level.
Tax Strategy: Explore the different ways to manage, reduce, and defer your taxes.
Business Consulting: Let us help set up the right retirement plan for you and your company.
Financial Planner
After working for a large bank and a large brokerage firm, Dustin felt these institutions put shareholders before clients. As a result, he opened his own boutique wealth management firm more than 10 years ago, vowing to always put his clients’ needs above all else. This guiding principle was a key to success. Today, he provides wealth management services for more than 200 families. In his spare time, Dustin loves being with his family. Dustin’s wife, Lauren, is a corporate accountant, and his daughter, Jane, is a ball of sunshine. Dustin’s mother, father, brother, nephews, aunt, and uncle have all made Southwest Florida their home.
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor
- Chartered Retirement Planning Counselor
- FINRA Series 7, 63, and 65 registrations
- Former adjunct professor for Florida Gulf Coast University
- Former Enrolled Agent tax advisor recognized by the Department of Treasury
- Former expert witness for tax and investment litigation
- Life, disability, and long term care insurance registration
- National Social Security Advisor Certificate Holder
- Certified Notary Public
- Yale CIMA online program Investment Management Theory & Practice
- Florida Gulf Coast University CFP® program
- University of Southern Mississippi bachelor's degree in business
- College of Financial Planning AWMA® and CRPC® programs
- Community involvement includes Super Kids, Kiwanis, Toastmasters, and the Chamber of Commerce
- Enjoys spending time with family, reading, traveling, boating, golfing, and watching documentaries
Rinaldi Wealth Management
24311 Walden Center Drive, Suite 100, Bonita Springs, FL 34134
Office: 239.444.6111 Fax: 239.444.6112
Office Hours: Monday - Friday 8:30 am - 4:30 pm
Visit our website: www.retirewithdustin.com
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Contact Us
News for Southwest Mississippi and East Central Louisiana, including Adams, Jefferson, Franklin and Wilkinson counties and Concordia and Catahoula parishes.
Offices:
15044 Blue Marlin Terrace, Bonita Springs. FL 34135
601-431-2990
missloumagazine@gmail.com
Peter Rinaldi, publisher
Clarisse Washington, editor emerita