Dustin J. Smith, CFP<sup>&reg;</sup> - Financial Advisor

Dustin J. Smith, CFP®

Pathways Advisory Group, Inc.

684 W Cromwell Ave, Ste 103
Fresno, CA 93711
(559) 431-4700

General

Dustin Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pathways Advisory Group, Inc. in Fresno, CA and the surrounding communities.

Financial Advisor Overview

Pathways is an independent, fee-only financial planning firm located in Fresno, the heart of California’s Central Valley. Clients come to us for many reasons. Retirement Planning. Investment Management. Saving Income Taxes. Estate, Gift, and Legacy Planning. Cash Flow and Debt Management. Regardless of the trigger, we appreciate each opportunity. Together we tackle the issues, discuss inefficiencies and formulate a unique financial life plan. As life evolves, so do the discussions.

More

Financial Advisor Experience

I have been involved in the Financial Planning profession since 2002. My career began as an intern in 2002 as I completed my Finance Degree (w/ an emphasis in Financial Planning) from Fresno State. Financial Planning issues can be complex but fundamentally it is simple, we want to use our knowledge and experience to help our clients live their "best" life. It is interesting and important work. We are blessed with a diverse group of clients and an established firm that will continue for generations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Retirement, Personal Taxes

More

Helpful Financial Planning Resources