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@stratawealth.com
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Dusty Wallace is listed as President & Director of Financial Planning at Strata Wealth Advisors, LLC at Strata Wealth Advisors, LLC, based in Dallas, Texas, United States. AeroLeads shows a work email signal at stratawealth.com and a matched LinkedIn profile for Dusty Wallace.
Dusty Wallace previously worked as President & Director of Financial Planning at Strata Wealth Advisors, Llc and Vice President of Financial Planning at True North Advisors. Dusty Wallace holds Ms Personal Financial Planning, Financial Planning from Texas Tech University.
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AeroLeads found 1 current-domain work email signal for Dusty Wallace. Compare company email patterns before reaching out.
Experienced Director Of Financial Planning with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Financial Advisory, Certified Financial Planner, Financial Planning, High Net Worth Individuals, and Wealth Management.
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Dallas, TX, US
As the President and Director of Financial Planning at Strata Wealth Advisors, I oversee the firm along with the governance, advancement and application of the firm’s financial planning process. I also serve as an advanced financial planning resource for the firm’s Wealth Advisors when a client requires sophisticated strategies and extensive analysis.As a.
Dallas, TX, US
As the Vice President of Financial Planning at True North Advisors, I was responsible for the design, governance, innovation, and strategic application of the firm’s financial planning program, which is the foundation used to build and monitor each client’s personalized financial plan. In addition, I managed the selection and implementation of the planning.
Dallas, Texas, US
I oversaw a portion of the firms' Financial Planning team and the compliance program in addition to participating in the governance of the firm. I also provided financial planning for physicians, entrepreneurs and small business owners and developed advanced estate planning strategies for clients while managing various high level financial planning issues.
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Dusty Wallace works for Strata Wealth Advisors, LLC.
Dusty Wallace is listed as President & Director of Financial Planning at Strata Wealth Advisors, LLC at Strata Wealth Advisors, LLC.
AeroLeads has found 1 work email signal at @stratawealth.com for Dusty Wallace at Strata Wealth Advisors, LLC.
Dusty Wallace is based in Dallas, Texas, United States while working with Strata Wealth Advisors, LLC.
Dusty Wallace has worked for Strata Wealth Advisors, Llc, True North Advisors, and Lee Financial Company.
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Dusty Wallace holds Ms Personal Financial Planning, Financial Planning from Texas Tech University.
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