Dustin Smith, CFP®
Financial Planner at Pathways Advisory Group, Inc.
- Location
- Fresno, California Area
- Industry
- Financial Services
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Dustin Smith, CFP®'s Overview
- Current
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- Financial Planner at Pathways Advisory Group, Inc.
- Member at Bulldog Foundation
- Member at New Covenant Community Church
- Member at Financial Planning Assocation
- Past
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- Volunteer at Bulldog Foundation
- Associate Planner at Portfolio Advisors
- Volunteer - Scholarship Director at Financial Planning Association of Central California
- Paraplanner at Portfolio Advisors
- Intern at Portfolio Advisors
- Member at Fresno State Golf Team
- Member at St. Mary's College Golf Team
- Education
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- BS in Financial Planning @ Fresno State
- Connections
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48 connections
- Websites
Dustin Smith, CFP®'s Summary
I have been involved in the Financial Planning profession since 2002. My career began as an intern in 2002 as I completed my Finance Degree (w/ an emphasis in Financial Planning) from Fresno State. Financial Planning issues can be complex but fundamentally it is simple, we want to use our knowledge and experience to help our clients live their "best" life. It is interesting and important work. We are blessed with a diverse group of clients and an established firm that will continue for generations.
Memberships
The Financial Planning Association, The Bulldog Foundation and New Covenant Community Church.
Specialties
Financial Planning may include: Retirement Planning. Tax Planning. Accumulation/Distribution Planning. Investment Portfolio Design/Management. Cash Flow/Debt Management. Insurance Planning. Education Planning. Estate/Beneficiary Planning.
Dustin Smith, CFP®'s Experience
Financial Planner
Pathways Advisory Group, Inc.
Privately Held; 1-10 employees; Investment Management industry
January 2007 – Present (6 years 6 months)
Volunteer - Scholarship Director
Financial Planning Association of Central California
Nonprofit; 51-200 employees; Financial Services industry
January 2006 – December 2006 (1 year) Fresno, California Area
Member
Fresno State Golf Team
Educational Institution; 1001-5000 employees; Higher Education industry
August 1999 – June 2002 (2 years 11 months)
Dustin Smith, CFP®'s Skills & Expertise
Dustin Smith, CFP®'s Education
BS in Financial Planning @ Fresno State
Dustin Smith, CFP®'s Additional Information
- Websites:
- Groups and Associations:
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Contact Dustin for:
- expertise requests
- reference requests
- getting back in touch
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