DUSTIN C. RINALDI, CFP®, AWMA®, CRPC®

Dustin C. Rinaldi, 239.444.6111

Financial Planner

Background

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.

Credentials

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

Life, disability, and long term care insurance registration

National Social Security Advisor Certificate Holder

Certified Notary Public

Education

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

Personal

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 a.m. - 4:30 p.m.

Visit the website: https://rwmadvisor.com