Dustin Smith, Cfp®
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Dustin Smith, Cfp® Email & Phone Number

Financial Planner / Vice President at Pathways Advisory Group, Inc. at Pathways Advisory Group, Inc.
Location: Fresno, California, United States 12 work roles 3 schools
1 work email found @pathwaysag.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@pathwaysag.com
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Current company
Pathways Advisory Group, Inc.
Role
Financial Planner / Vice President at Pathways Advisory Group, Inc.
Location
Fresno, California, United States
Company size
8 employees

Who is Dustin Smith, Cfp®? Overview

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Quick answer

Dustin Smith, Cfp® is listed as Financial Planner / Vice President at Pathways Advisory Group, Inc. at Pathways Advisory Group, Inc., a company with 8 employees, based in Fresno, California, United States. AeroLeads shows a work email signal at pathwaysag.com and a matched LinkedIn profile for Dustin Smith, Cfp®.

Dustin Smith, Cfp® previously worked as Vice President at Pathways Advisory Group, Inc. and Financial Planner at Pathways Advisory Group, Inc.. Dustin Smith, Cfp® holds Bachelor'S Degree, Financial Planning from California State University, Fresno.

Company email context

Email format at Pathways Advisory Group, Inc.

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{first}@pathwaysag.com
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AeroLeads found 1 current-domain work email signal for Dustin Smith, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Dustin Smith, Cfp®

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.MembershipsThe Financial Planning Association, The Bulldog Foundation and New Covenant Community Church.Financial Planning ServicesRetirement & Life Goals Planning. Investment Portfolio Design & Management. Tax Planning. Accumulation Planning & Distribution Planning. Household Finances. Cash Flow & Debt Management. Life, Disability & Long Term Care Insurance Reviews. Estate Plan & Beneficiary Reviews. Social Security Planning. Gifting & Charitable Giving. College Planning.

Listed skills include Financial Planning, Retirement Planning, Wealth Management, Estate Planning, and 8 others.

Current workplace

Dustin Smith, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Pathways Advisory Group, Inc.
Pathways Advisory Group, Inc.
Financial Planner / Vice President at Pathways Advisory Group, Inc.
fresno, california, united states
Website
pathwaysag.com
Employees
8
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12 roles

Dustin Smith, Cfp® work experience

A career timeline built from the work history available for this profile.

Member

Current
Bulldog Foundation

Fresno, California Area

Mar 2006 - Present

Volunteer

Bulldog Foundation

Fresno, California Area

Mar 2006 - Mar 2009

Member

Current
New Covenant Community Church
Jan 2004 - Present

Associate Planner

Portfolio Advisors
Jan 2004 - Jan 2007

Paraplanner

Portfolio Advisors
Jan 2003 - Jan 2006

Intern

Portfolio Advisors
Sep 2002 - Jan 2003

Volunteer - Scholarship Director

Financial Planning Association Of Central California

Fresno, California Area

Jan 2006 - Dec 2006

Member

Fresno State Golf Team
Aug 1999 - Jun 2002

Member

St. Mary'S College Golf Team
Aug 1997 - Jun 1999
Team & coworkers

Colleagues at Pathways Advisory Group, Inc.

Other employees you can reach at pathwaysag.com. View company contacts for 8 employees →

NS Nicole Swanson Nicole Swanson Colleague at Pathways Advisory Group, Inc. Visalia, California, United States, United States View → BM Brandon Martin Brandon Martin Colleague at Pathways Advisory Group, Inc. Clovis, California, United States, United States View → WK Whitney Kelley, Cfp® Whitney Kelley, Cfp® Colleague at Pathways Advisory Group, Inc. Clovis, California, United States, United States View → MC Michelle Carter, Cfp® Michelle Carter, Cfp® Colleague at Pathways Advisory Group, Inc. Fresno, California, United States, United States View → MM Michael Mazman Michael Mazman Colleague at Pathways Advisory Group, Inc. Fresno, California, United States, United States View → KS Katelyn Siegl Katelyn Siegl Colleague at Pathways Advisory Group, Inc. Fresno, California, United States, United States View → JK Jeff Karst, Cfp® Jeff Karst, Cfp® Colleague at Pathways Advisory Group, Inc. Clovis, California, United States, United States View → DW David Williamson, Cfp® David Williamson, Cfp® Colleague at Pathways Advisory Group, Inc. Fresno, California, United States, United States View →
3 education records

Dustin Smith, Cfp® education

High School

Del Norte High School
FAQ

Frequently asked questions about Dustin Smith, Cfp®

Quick answers generated from the profile data available on this page.

What company does Dustin Smith, Cfp® work for?

Dustin Smith, Cfp® works for Pathways Advisory Group, Inc..

What is Dustin Smith, Cfp®'s role at Pathways Advisory Group, Inc.?

Dustin Smith, Cfp® is listed as Financial Planner / Vice President at Pathways Advisory Group, Inc. at Pathways Advisory Group, Inc..

What is Dustin Smith, Cfp®'s email address?

AeroLeads has found 1 work email signal at @pathwaysag.com for Dustin Smith, Cfp® at Pathways Advisory Group, Inc..

Where is Dustin Smith, Cfp® based?

Dustin Smith, Cfp® is based in Fresno, California, United States while working with Pathways Advisory Group, Inc..

What companies has Dustin Smith, Cfp® worked for?

Dustin Smith, Cfp® has worked for Pathways Advisory Group, Inc., Bulldog Foundation, New Covenant Community Church, Financial Planning Assocation, and Portfolio Advisors.

Who are Dustin Smith, Cfp®'s colleagues at Pathways Advisory Group, Inc.?

Dustin Smith, Cfp®'s colleagues at Pathways Advisory Group, Inc. include Nicole Swanson, Brandon Martin, Whitney Kelley, Cfp®, Michelle Carter, Cfp®, and Michael Mazman.

How can I contact Dustin Smith, Cfp®?

You can use AeroLeads to view verified contact signals for Dustin Smith, Cfp® at Pathways Advisory Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Dustin Smith, Cfp® attend?

Dustin Smith, Cfp® holds Bachelor'S Degree, Financial Planning from California State University, Fresno.

What skills is Dustin Smith, Cfp® known for?

Dustin Smith, Cfp® is listed with skills including Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Portfolio Management, Asset Allocation, Investment Advisory, and Cash Flow.

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