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!

CLIENT SERVICES TEAM

Emily Peterson

EMILY PETERSON

  • Bowling Green State University bachelor’s degree

  • FINRA Series 65 registration

  • Enjoys spending time with her family, swimming, traveling, and new restaurants

TIERNEY BERRY

TIERNEY BERRY

  • Southern New Hampshire University bachelor’s degree

  • Enjoys spending time with her family, paddleboarding, gardening, and cooking

ANNA KHEMKHAJON

ANNA KHEMKHAJON

  • University of Miami bachelor’s degree

  • FINRA Series 65 registration

  • Enjoys spending time with her family, hiking, baking, and painting