Dustin Rinaldi, cfp®, awma®, ea

Founder & Wealth Advisor

CERTIFIED FINANCIAL PLANNER™
FINRA Series 7, 63, and 65 registrations¹
Life, health, and annuity insurance registrations
College of Financial Planning Accredited Wealth Management Advisor
Enrolled Agent tax advisor recognized by the Department of Treasury
Florida Gulf Coast University CERTIFIED FINANCIAL PLANNER™ program
University of Southern Mississippi bachelor’s degree in business
Former adjunct professor for Florida Gulf Coast University
Community involvement includes Super Kids, Kiwanis, Toastmasters, and the Chamber of Commerce
Enjoys spending time with family, reading, traveling, boating, golfing, and watching documentaries