Meet Dustin

 

Dustin has over 12 years of experience in wealth management services.  Being raised in Bakersfield has given him a chance to develop many local relationships, and he is proud to be raising his children here, too.

Dustin holds the APMA® and CRPC® certifications, and is a CERTIFIED FINANCIAL PLANNER™ professional.  His clients appreciate his ability to make complex concepts more simple to understand.

As a lifetime learner, Dustin is always looking for a better way to handle personal finances.

Outside of work, you will often find him spending time with friends and family, playing golf, or enjoying an ocean or lake.

 


 

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.

 

 

Favorite Food:

Mexican

Best piece of financial advice I received:

“Save Some, Give Some, Live on the Rest!”

Favorite Dessert:

Bananas Foster w/ Vanilla Ice Cream

Favorite movie:

The Shawshank Redemption

What motivates me:

Helping people see a better way.

Favorite holiday:

Thanksgiving

Something on my bucket list:

Tropical Vacation w/ Family

Place I’d most like to visit:

Caribbean Islands

My biggest accomplishment:

Family