Dustin R. Tong MS, CFP®, ChSNC®
Dustin Tong is a D360 Wealth Advisor, Senior Vice President and Senior Partner at Destination Wealth Management and has been in the financial services industry since 2004.
He began his career at Woodbury Financial Services, Inc., a registered broker dealer in San Ramon, California. Prior to joining Destination Wealth Management, Dustin was a District Manager at Woodbury where he managed new representatives and worked with individuals and families in helping them reach their financial goals.
Dustin specializes in developing and providing financial planning strategies for clients, including retirement planning, cash flow analysis, social security strategies, and college planning. He takes pride in building relationships with trust and integrity while helping clients achieve their lifetime needs. Dustin's commitment to financial planning and helping others inspired him to become a Chartered Special Needs Consultant, allowing him to advise families on the complexities of special needs planning.
Dustin was born in San Francisco and raised in Walnut Creek, California. He is a CERTIFIED FINANCIAL PLANNER® practitioner and a Chartered Special Needs Consultant® (ChSNC®). He holds a Bachelor of Science in Finance from California State University, Chico and a Master of Science in Personal Financial Planning from the College of Financial Planning. Dustin is married with two children and enjoys spending time with his family, traveling, and playing soccer.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification and Chartered Special Needs Consultant® (ChSNC® ) designation, please refer to the disclosure page on our website at www.destinationwm.com/disclosures.
