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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
Credentials
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
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
