Dustin Rinaldi

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About Dustin Rinaldi

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!

See Disclosures

General Information

Firm Start Year

2012

CRD#

5006872

Firm CRD#

311583

Name of Custodial Firm

Charles Schwab

States Licensed in

FL, CA, GA, IL, LA, MA, MI, MN, NH, NJ, TN, TX, VA

Years of Experience in Financial Services

Number of Years with Current Firm

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

Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AWMA^®, CRPC^®

Securities Licenses

Series 65

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

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<sup>™</sup> -

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892063/paladinregistry-Rinaldi-Wealth-Management-detailed-disclosure.html

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.

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Paladin Research Report For:

Rinaldi Wealth Management