Dustin Smith, Cfp®

Dustin Smith, Cfp® Email and Phone Number

Financial Planner / Vice President at Pathways Advisory Group, Inc. @ Pathways Advisory Group, Inc.
fresno, california, united states
Dustin Smith, Cfp®'s Location
Fresno, California, United States, United States
Dustin Smith, Cfp®'s Contact Details

Dustin Smith, Cfp® work email

Dustin Smith, Cfp® personal email

n/a
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.

Dustin Smith, Cfp®'s Current Company Details
Pathways Advisory Group, Inc.

Pathways Advisory Group, Inc.

View
Financial Planner / Vice President at Pathways Advisory Group, Inc.
fresno, california, united states
Website:
pathwaysag.com
Employees:
8
Dustin Smith, Cfp® Work Experience Details
  • Pathways Advisory Group, Inc.
    Vice President
    Pathways Advisory Group, Inc. Jan 2014 - Present
    Fresno, California, United States
    View
  • Pathways Advisory Group, Inc.
    Financial Planner
    Pathways Advisory Group, Inc. Jan 2007 - Present
    View
  • Bulldog Foundation
    Member
    Bulldog Foundation Mar 2006 - Present
    Fresno, California Area
  • Bulldog Foundation
    Volunteer
    Bulldog Foundation Mar 2006 - Mar 2009
    Fresno, California Area
  • New Covenant Community Church
    Member
    New Covenant Community Church Jan 2004 - Present
  • Financial Planning Assocation
    Member
    Financial Planning Assocation Jan 2003 - Present
    View
  • Portfolio Advisors
    Associate Planner
    Portfolio Advisors Jan 2004 - Jan 2007
  • Portfolio Advisors
    Paraplanner
    Portfolio Advisors Jan 2003 - Jan 2006
  • Portfolio Advisors
    Intern
    Portfolio Advisors Sep 2002 - Jan 2003
  • Financial Planning Association Of Central California
    Volunteer - Scholarship Director
    Financial Planning Association Of Central California Jan 2006 - Dec 2006
    Fresno, California Area
  • Fresno State Golf Team
    Member
    Fresno State Golf Team Aug 1999 - Jun 2002
  • St. Mary'S College Golf Team
    Member
    St. Mary'S College Golf Team Aug 1997 - Jun 1999

Dustin Smith, Cfp® Skills

Financial Planning Retirement Planning Wealth Management Estate Planning Portfolio Management Asset Allocation Investment Advisory Cash Flow Tax Planning Insurance Planning Saving For Education Social Security Planning

Dustin Smith, Cfp® Education Details

Frequently Asked Questions about Dustin Smith, Cfp®

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 the current company?

Dustin Smith, Cfp®'s current role is Financial Planner / Vice President at Pathways Advisory Group, Inc..

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

Dustin Smith, Cfp®'s email address is du****@****sag.com

What schools did Dustin Smith, Cfp® attend?

Dustin Smith, Cfp® attended California State University, Fresno, Saint Mary's College Of California, Del Norte High School.

What are some of Dustin Smith, Cfp®'s interests?

Dustin Smith, Cfp® has interest in Fly Fishing, Outdoors, Basketball, Camping, Golf, Travel, Sporting Events.

What skills is Dustin Smith, Cfp® known for?

Dustin Smith, Cfp® has skills like Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Portfolio Management, Asset Allocation, Investment Advisory, Cash Flow, Tax Planning, Insurance Planning, Saving For Education, Social Security Planning.

Who are Dustin Smith, Cfp®'s colleagues?

Dustin Smith, Cfp®'s colleagues are Michelle Carter, Cfp®, Jeff Karst, Cfp®, Nicole Swanson, Michael Mazman, Whitney Kelley, Cfp®, Katelyn Siegl, Brandon Martin.

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