DUSTIN C. RINALDI, CFP®, AWMA®, CRPC®

Founder & Financial Planner

After gaining experience at a national 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. Today, Rinaldi Wealth Management provides financial planning and investment management for more than 200 families.

Education

  • Yale CIMA 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!

CLIENT SERVICE ASSOCIATES

 

EMILY PETERSON

  • Originally from Ohio, but her family has resided in Bonita Springs for nearly a decade

  • Bowling Green State University bachelor’s degree

  • FINRA Series 65 registration

  • Enjoys spending time with her family, swimming, traveling, and trying new restaurants

TIERNEY BERRY

  • Originally from New Jersey, but her family has resided in Bonita Springs most of her life

  • Southern New Hampshire University bachelor’s degree

  • Enjoys spending time with her family, paddleboarding, gardening, and cooking

ANNA KHEMKHAJON

  • Originally from Sanibel Island, and her family has resided there for over 3 decades

  • University of Miami bachelor’s degree

  • Enjoys spending time with her family, hiking, baking, and painting