Dustin Rinaldi,
CFP®, AWMA®, CRPC®
Founder & Financial Planner
Yale CIMA Investment Management online program
Florida Gulf Coast University CERTIFIED FINANCIAL PLANNER™ program
College of Financial Planning AWMA® and CRPC® programs
University of Southern Mississippi bachelor's degree in business
FINRA Series 65 registration (previously held Series 7 and 63)
Former adjunct professor for Florida Gulf Coast University
Former Enrolled Agent tax advisor
Fun Facts
Family - loves hosting dozens of family and friends for holidays
Travel - enjoys traveling to unique destinations (Bolivia, Canada, Costa Rica, France, India, Italy, Mexico, Netherlands, Peru, South Africa, and Thailand)
Nature - loves gardening, boating, visiting parks, and night fishing for large snooks!
Meet Your Client Services Team
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Emily Peterson
Bowling Green State University bachelor’s degree
FINRA Series 65 registration
Enjoys spending time with her family, swimming, traveling, and new restaurants
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Anna Khemkhajon
University of Miami bachelor’s degree
FINRA Series 65 registration
Enjoys spending time with her family, hiking, baking, and painting
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Patrick O’Grady
Florida Gulf Coast University bachelor’s degree
Enjoys spending time with family and friends, watching movies, exercising, and biking