Dustin Dockter, CFP®
Dustin joined Summit Wealth Management Group, Inc. 8 years ago to be part of an independent client-focused practice. As a partner at Summit, he is committed to helping clients pursue their financial goals through holistic planning and long-term professional guidance.
Utilizing his background in financial planning and technology, Dustin excels in research and problem solving to create personalized strategies for clients. Dustin also collaborates with his clients’ tax advisors and attorneys to address complex tax and estate planning issues.
Dustin obtained his bachelor’s degree in business administration from Chapman University in Orange, California in 2006. He went on to study financial planning at Rice University in Houston, Texas. Dustin’s experience, education, and ethics have earned him the designation of Certified Financial PlannerTM.
Dustin is an LPL Registered Representative and holds FINRA Series 7 and 66 securities registrations through LPL Financial. In addition, he holds a California Life, Health, and Annuity insurance license (CA Insurance Lic. #0G84255).
Dustin enjoys volunteering in the community through the boards of both St. John's Healthcare Foundation and the Rio Mesa Scholarship Foundation.
When away from the office, Dustin takes joy in boating, fishing, and travel adventures with his wife, Kellie. Dustin and Kellie are excited about the birth of their first child, a son, in November.