Education:
- Yale Investment Management Theory & Practice online program
- Florida Gulf Coast University CERTIFIED FINANCIAL PLANNER™ program
- College of Financial Planning Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor programs
- University of Southern Mississippi bachelor's degree in business
Credentials:
- FINRA Series 65 registration (previously held Series 7 and 63)
- Former adjunct professor for Florida Gulf Coast University
- Former Enrolled Agent tax advisor recognized by the Department of Treasury
Fun Facts:
- Family - Dustin cherishes spending quality time with family. Holiday celebrations often turn into lively gatherings with dozens of family members and friends.
- Travel - In his adventurous younger years, Dustin immersed himself in backpacking travel. While the days of staying in hostels may be behind him, Dustin's passion for exploring new and thrilling destinations remains unwavering.
- Nature - Dustin can often be found engaged in outdoor activities like gardening, boating, visiting parks, or night fishing for large snooks!
Rinaldi Wealth Management is an independent financial planning firm in Bonita Springs, Florida. We provide personalized investment, tax, estate, business, and insurance advice to help our clients achieve their retirement goals. Whether you're approaching retirement or already retired, our team led by a fiduciary CERTIFIED FINANCIAL PLANNER™ can help you navigate the complex financial landscape.
Emily Peterson
- Originally from Ohio, but her family has resided in Bonita Springs for nearly a decade
- Bowling Green State University bachelor's degree
- Enjoys spending time with her family, swimming, traveling, and trying new restaurants
Anna Khemkhajon
- Originally from Sanibel Island, and her family has resided there for over 3 decades
- University of Miami bachelor's degree
- Enjoys spending time with her family, hiking, baking, and painting
Tierney Berry
- Originally from New Jersey, but her family has resided in Bonita Springs most of her life
- Southern New Hampshire University bachelor's degree
- Enjoys spending time with her family, paddleboarding, gardening, and cooking
General Information |
| Firm Start Year: | 2012 | |
| Name of Custodial Firm: | Charles Schwab |
| States Licensed in: | FL, CA, GA, IL, LA, MA, MI, MN, NH, NJ, TN, TX, VA |
| Number of Years with Current Firm: | 12 |
| Work Experience: | After gaining experience at a prominent bank and brokerage firm, Dustin observed these institutions prioritizing shareholders over clients. In response, he founded his own boutique wealth management firm over a decade ago, with a commitment to prioritizing his clients' needs above all else. This unwavering commitment has proven instrumental in the firm's success. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Foreign Languages Serviced: | English |
| Advisory Services Provided: | Portfolio Management, Financial Planning, Retirement Planning, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers |
Services |
| Investment Types: | Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks |
| Can meet clients in the following ways: | Our Office, Phone, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 200 |
| Advisor's Number of Managed Clients: | 200 |
| Advisor's Number of Planning Clients: | 200 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Education |
| Bachelor's Degree in Business | University of Southern Mississippi
01/01/1999-12/31/2002 |
| CERTIFIED FINANCIAL PLANNER™ | Florida Gulf Coast University
01/01/2007-12/31/2009 |
| AWMA and CRPC | College of Financial Planning
01/01/2015-12/31/2016 |
| Investment Management Theory & Practice | Yale (online)
01/01/2022-12/31/2022 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Charles Schwab and Fidelity Investments are separate entities from Rinaldi Wealth Management, Inc. Advisory services are offered through Rinaldi Wealth Management, Inc., an SEC Registered Investment Advisor. Being an SEC Registered Investment Advisor does not imply a certain level of skill or training. Information provided here is not complete. Please discuss thoroughly with your advisor before making any financial decisions. Investments are not guaranteed and may lose value. Past performance does not necessarily predict future results. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer advisory services to residents of any state other than the state of Florida or where otherwise legally permitted. The inclusion of any external link is not an endorsement of any products or services by Rinaldi Wealth Management, Inc. All links have been provided only as a convenience. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 4:30 PM |
| Tue. | 8:30 AM - 4:30 PM |
| Wed. | 8:30 AM - 4:30 PM |
| Thu. | 8:30 AM - 4:30 PM |
| Fri. | 8:30 AM - 4:30 PM |
| Bonita Springs, Estero, Naples, Fort Myers |
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