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.