Dustin Smith Location
Fresno, CA, US
Dustin Smith Work
- 2014 - now Vice President @ Pathways Advisory Group, Inc.
- 2007 - now Financial Planner @ Pathways Advisory Group, Inc.
- 2006 - now Member @ Bulldog Foundation
- 2006 - 2009 Volunteer @ Bulldog Foundation
- 2004 - now Member @ New Covenant Community Church
- 2003 - now Member @ Financial Planning Association (FPA)
- 2004 - 2007 Associate Planner @ Portfolio Advisors
- 2003 - 2006 Paraplanner @ Portfolio Advisors
- 2002 - 2003 Intern @ Portfolio Advisors
- 2006 - 2006 Volunteer - Scholarship Director @ Financial Planning Association of Central California
Dustin Smith Education
- California State University, Fresno
Bachelor's Degree, Financial Planning (Financial Planning)
1999 - 2003 - Saint Mary's College of California1997 - 1999
- Del Norte High School
High School
1994 - 1997
Dustin Smith Skills
- Estate Planning
- Portfolio Management
- Insurance Planning
- Social Security Planning
- Cash Flow
- Saving for Education
- Asset Allocation
- Investment Advisory
- Tax Planning
- Retirement Planning
Dustin Smith Summary
Dustin Smith, based in Fresno, CA, US, is currently a Vice President at Pathways Advisory Group, Inc.. Dustin Smith brings experience from previous roles at Pathways Advisory Group, Inc., Bulldog Foundation and New Covenant Community Church. Dustin Smith holds a 1999 - 2003 Bachelor's Degree, Financial Planning in Financial Planning @ California State University, Fresno. With a robust skill set that includes Estate Planning, Portfolio Management, Insurance Planning, Social Security Planning, Cash Flow and more. Dustin Smith has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Pathways Advisory Group, Inc. Employees
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David Williamson
President at Pathways Advisory Group, Inc.
Fresno, CA, US22 -
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Michael Mazman
Paraplanner at Pathways Advisory Group, Inc.
Fresno, CA, US11
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