DUSTIN C. RINALDI, CFP®, AWMA®, CRPC®

SERVICES 

Financial Planning: Personalized plans from a CERTIFIED FINANCIAL PLANNER™ to help you reach your financial goals

Investment Management: Custom built investment strategies developed to maximize return depending on your desired risk level.

Tax Strategy: Explore the different ways to manage, reduce, and defer your taxes. 

Business Consulting: Let us help set up the right retirement plan for you and your company. 


Financial Planner

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
  • Former expert witness for tax and investment litigation
  • 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 am - 4:30 pm 

Visit our website: https://rwmadvisor.com

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Contact Us 

News for Southwest Mississippi and East Central Louisiana, including Adams, Jefferson, Franklin and Wilkinson counties and Concordia and Catahoula parishes.

Offices:
15044 Blue Marlin Terrace, Bonita Springs. FL 34135
601-431-2990

missloumagazine@gmail.com

Peter Rinaldi, publisher
Clarisse Washington, editor