A legacy for generations

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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Dustin Tracy, CFP

Vice President–Wealth Management

Dustin is a Certified Financial Planner™ practitioner with extensive training in retirement and estate planning, business transition, portfolio management, and insurance.  He began his career at UBS in 2006 and joined the Waterfront Wealth Management team shortly thereafter. Dustin specializes in helping people in transition; whether it’s due to an inheritance, change in marital status, employment, or location.  As the father of an Autistic child and Vice President of the local Autism Society, Dustin is also uniquely positioned to navigate the complex considerations in estate planning, special needs trusts, healthcare issues, and the emotional aspects of providing for a loved one with a disability.  Additionally, Dustin has obtained a Certified Divorce Financial Analyst™ designation, allowing him to effectively advise clients to better understand and address the complicated financial issues of divorce.

Along with his CFP® and CDFA® designations, Dustin maintains his series 7, 66, Life Insurance, and Variable Annuity Licenses.  Dustin graduated with a Bachelors degree in Economics from San Diego State University, where he also received his Certificate in Personal Financial Planning.  A long-time San Diego resident, he resides in Lakeside with his wife Debbie, young daughters Gracie & Aly, and their loyal dog Chewbacca. 

Personal & Community

  • Vice President - Autism Society of San Diego
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • MT
  • NJ
  • NV
  • NY
  • OH
  • OR
  • SD
  • TN
  • TX
  • VA
  • WA

Credentials

  • Certified Divorce Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™
600 West Broadway
Suite 2100
San Diego, CA 92101
  • (619) 557-4867

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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