Prior to joining QuadCap Dustin held various roles in the tax and financial services industry. Most recently he was in charge of providing the tax and financial planning services for the clients of Lighthouse Financial Services, Inc.

 

Dustin holds a Bachelor’s degree in Business Economics from UC Santa Barbara as well as a Master’s in Business Administration from Chapman University. Dustin is licensed as a Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Enrolled Agent (EA). Always looking to improve his knowledge in the world of personal finance, Dustin has also achieved the following designations from the College for Financial Planning and from the Institute of Business and Finance: Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS) as well as Certified Estate and Trust Specialist (CES) and Certified Income Specialist (CIS). He is a member of the American Institute of Certified Public Accountants (AICPA) and the National Association of Personal Financial Advisors (NAPFA).

 

In his free time, Dustin enjoys spending time with his family, trying out different physical activities, reading to keep up on the latest personal finance trends, and making time to travel and see more of the