Dustin H. Weaver

APMA®, CRPC®

Financial Planner

 Office: (661) 322-9799

Fax: (661) 631-0655

dweaver@barneswealth.com

Dustin is an Investment Advisory Representative of Barnes Wealth Management Group and has helped many families with their financial decisions over the last decade. He brings to the team a background of helping clients of a local financial advisory practice after advising members of a local Credit Union for many years.

As a dedicated student and teacher, Dustin is committed to helping his clients make informed decisions while seeking to make even the most complex solutions easier to understand. He is committed to helping individuals, families, and small businesses with their retirement planning, investment management, and insurance1 needs.

With investment management and retirement planning being so important to most people, Dustin is committed to continuing education through the following designations he has obtained:

Accredited Portfolio Management Advisor®2

Chartered Retirement Planning Counselor®3

Dustin holds a B.A. in Business Administration (Management) from Fresno Pacific University. Outside of work he enjoys spending time with family and friends, reading, cycling, and occasionally chasing a golf ball.

 

 

1 Dustin Weaver’s insurance license number is 0E55105.
2 Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. The program is designed for 80-100 hours of self-study. The program is self-paced and must be completed within one year from enrollment.
3 Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. The program is designed for approximately 120-150 hours of self-study. The program is self-paced and must be completed within one year from enrollment.