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Dustin Holt
Wealth Advisor

Dustin began his path in financial services at an early age, following in his father’s footsteps who was a 26 year financial advisory veteran. During his last year of study at San Diego State University, Dustin interned with his father’s financial planning firm to deepen his experience in the industry. Following his graduation in 2014, with a Bachelor of Arts degree in Economics, he began working for a life insurance company to expand his aptitude in the field of financial planning. In late 2015, Dustin continued on his path by transitioning to Trilogy Financial where he joined Windus Fernandez Brinkkord’s Wealth Advisory Group.

Dustin grew up in Silicon Valley, in Northern California, as a first generation Californian. Now as a resident of Southern California, he is part of a local community based ice hockey league, a sport that he has had great passion for since he was four years old. It was through ice hockey that he learned team building, and the effects of hard work and dedication. He believes these skills are invaluable assets he brings to the team.

In his free time, Dustin enjoys spending as much time as possible going on adventures with his fiancé JoAnn and their staffordshire terrier, Bubbs, who is very fond of belly rubs.

Dustin's Client Relationships

Dustin and his team support a wide variety of clients, but here are some of the groups he has built his practice around.

 

MEET DUSTIN'S TEAM MEMBERS
 
WINDUS FERNANDEZ BRINKKORD 
SENIOR VICE PRESIDENT OF WEALTH PLANNING 
 

GARY SUSSMAN
WEALTH ADVISOR
 

GLORIA LEFLER
WEALTH ADVISOR
 

GREG BROWN
WEALTH ADVISOR
 

 
 
CALL DUSTIN DIRECT AT
(858) 755-6696 ext. 3103
  Strategic Partners

ASK DUSTIN A QUESTION

 

 
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