Dustin Rinaldi
Rinaldi Wealth Management
24311 Walden Center Drive, Suite 100
Bonita Springs, FL 34134
2394446111
About Rinaldi Wealth Management
Rinaldi Wealth Management is an independent financial planning firm in Bonita Springs, Florida. We provide personalized investment, tax, estate, business, and insurance advice to help our clients achieve their retirement goals. Whether you're approaching retirement or already retired, our team led by a fiduciary CERTIFIED FINANCIAL PLANNER™ can help you navigate the complex financial landscape.
See Disclosures
General Information
Firm Start Year
2012
CRD#
5006872
Firm CRD#
311583
Name of Custodial Firm
Charles Schwab
States Licensed in
FL, CA, GA, IL, LA, MA, MI, MN, NH, NJ, TN, TX, VA
Years of Experience in Financial Services
16
Number of Years with Current Firm
12
Work Experience
After gaining experience at a prominent 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.
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
English
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AWMA®, CRPC®
Securities Licenses
Series 65
Firm Information
Advisor's Number of Clients
200
Advisor's Number of Managed Clients
200
Advisor's Number of Planning Clients
200
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets, Flat Fee
Education
Bachelor's Degree in Business -
University of Southern Mississippi
01/01/1999 -12/31/2002
CERTIFIED FINANCIAL PLANNER<sup>™</sup> -
Florida Gulf Coast University
01/01/2007 -12/31/2009
AWMA and CRPC -
College of Financial Planning
01/01/2015 -12/31/2016
Investment Management Theory & Practice -
Yale (online)
01/01/2022 -12/31/2022
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892063/rothira-Rinaldi-Wealth-Management-detailed-disclosure.html
Disclaimer
Charles Schwab and Fidelity Investments are separate entities from Rinaldi Wealth Management, Inc. Advisory services are offered through Rinaldi Wealth Management, Inc., an SEC Registered Investment Advisor. Being an SEC Registered Investment Advisor does not imply a certain level of skill or training. Information provided here is not complete. Please discuss thoroughly with your advisor before making any financial decisions. Investments are not guaranteed and may lose value. Past performance does not necessarily predict future results. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer advisory services to residents of any state other than the state of Florida or where otherwise legally permitted. The inclusion of any external link is not an endorsement of any products or services by Rinaldi Wealth Management, Inc. All links have been provided only as a convenience.