Dustin Rinaldi,
CFP®, AWMA®, CRPC®
Founder & Financial Planner
Yale CIMA Investment Management Online Program
Florida Gulf Coast University CERTIFIED FINANCIAL PLANNER™ Program
College of Financial Planning AWMA® and CRPC® Programs
University of Southern Mississippi Bachelor's Degree in Business
FINRA Series 65 Registration (previously held Series 7 and 63)
Former Adjunct Professor for Florida Gulf Coast University
Former Enrolled Agent Tax Advisor
Fun Facts
Family - loves hosting family and friends for holidays
Travel - enjoys traveling to unique destinations (Bolivia, Brazil, Canada, Costa Rica, France, India, Italy, Mexico, Netherlands, Peru, South Africa, and Thailand)
Hobbies - reading, gardening, tennis, visiting parks, boating, and fishing
Meet Your Client Services Team
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Anna Khemkhajon
University of Miami Bachelor’s Degree
FINRA Series 65 Registration
Completed CFP® Board-Registered Financial Planning Education Program
Enjoys spending time with her family, hiking, baking, and painting
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Patrick O’Grady
Florida Gulf Coast University Bachelor’s Degree
FINRA Series 65 Registration
Enjoys spending time with family and friends, watching movies, exercising, and biking
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Christa Graddy
University of St. Francis Master's Degree (MBA)
Enjoys reading, documentaries, trying new recipes, board games, and spending time with family