Dustin C. Rinaldi, 239.444.6111
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
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
Life, disability, and long term care insurance registration
National Social Security Advisor
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
24311 Walden Center Drive, Suite 100, Bonita Springs, FL 34134
239.444.6111 Fax: 239.444.6112
Monday - Friday, 8:30 a.m. - 4:30 p.m.
Visit the website: https://rwmadvisor.com