Dustin Smith, CFP®

Vice President and Financial Planner

Dustin joined the firm in September of 2002. He grew up in Crescent City California, attended St. Mary’s college in Moraga, California for two years, prior to transferring to Fresno State in 2000. Dustin was a member of the St. Mary’s college and Fresno State golf teams. Dustin finished his Finance degree with an emphasis in Financial Planning in 2003 at Fresno State. He obtained his NASD series 65 License in 2004 and became a CERTIFIED FINANCIAL PLANNER™ in 2005. Dustin began as an intern in 2002 before becoming a Paraplanner in 2003, Financial Planner in 2005 and Vice President/Shareholder in 2014.

Dustin married Teri Smith in 2003, a speech pathologist for Clovis Unified School District. Together they are the proud parents of two busy teenagers, Emilie and Bryce. They have an English Golden Retriever named Harlo who’s just as active. They spend a lot of time in the gym supporting their kids’ athletic pursuits, in the mountains enjoying Shaver Lake or at a concert enjoying country music. They love to travel, spend time with family and friends and attend Fresno State athletic events. Dustin’s favorite hobby is fly-fishing – it’s a fun challenge with moving water, lots of trout to catch and beautiful scenery.

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