![]() How Does KARWA Approach Wealth Management Differently? John Anderson said it best “Do the right thing.” Every team member knows that at the end of the day the clients’ interests come first. ![]() I enjoy working at KAR because of the culture. What Do You Enjoy Most About Working at KARWA? When we set a strategic plan for our clients, we know that we’re setting a disciplined approach to allow our clients to go out and enjoy their lives without paying too much attention to the daily noise. This noise can be disseminated extremely quickly, which can be overwhelming to individual investors. In this day of age, with access to smartphones, social media, information on the Internet, there is a ton of noise out there. I’m passionate about what I do because I get to work with my clients, my friends and my family in order to help them find peace of mind. Dustin is an avid surfer, golfer, reader, snowboarder, and traveler. Dustin is the immediate past Chair of the Board of Directors at Project ECHO, a non-profit which organizes annual at-risk youth High School Entrepreneurship and Business Plan Competitions on campus at UCLA’s Anderson School of Management among other organizations he works with in Los Angeles. Before that position, he was a Premier Client Manager-Assistant Vice President with Bank of America, where Dustin spent the first four years of his career.īorn and raised in Los Angeles, Dustin currently lives in Encino with his wife and two sons. Times B2B Publishing (2022-2023), and a Leader of Influence, Wealth Manager by the Los Angeles Business Journal (2023).ĭustin was a Vice President, Private Banker for Wells Fargo’s Wealth Management Group, where he provided investment management services to high net worth individuals, their families and their businesses. Recognition: Dustin was named a Five Star Wealth Manager by Los Angeles Magazine for the last four years, a Banking & Finance Visionary by the L.A. Certificate in Financial Planning from UCLA and Certified Private Wealth Advisor from the University of Chicago Booth School of Business. in Business Administration and Finance from the University of Arizona’s Eller College of Management.Ĭredentials: CFP®(Certified Financial Planner), CPWA®(Certified Private Wealth Advisor), Series 7, Series 66, California Health and Life Insurance licenses. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs.Įducation: B.S.
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