FINRA registered since 2005, Dustin is a Certified Financial Planner and an Accredited Asset Management Specialist.
Dustin Mac Brown CFP® AAMS® has been providing comprehensive financial planning since 2005. Dustin received his business degree from Saint Louis University and holds his Series 7 and Series 63 with LPL Financial, and has the Certified Financial Planner® and Accredited Asset Management Specialist® designations. He enjoys teaching finance and economics, analyzing data and developing financial plans, and helping clients live intentionally. Dustin is passionate about multigenerational wealth management and enjoys working with families, accountants, and attorneys. One of his favorite books is the U.S. Master Tax Guide and he can often be found thinking about his next financial planning strategy.
Education:
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ professional
2010 – 2011
CFP® (CERTIFIED FINANCIAL PLANNER™) – A professional designation granted by the Certified Financial Planner Board of Standards, Inc. The CFP® designation represents the individual's ability to apply financial planning knowledge to client-specific situations in the areas of financial planning, taxes, insurance, estate planning and retirement. Before a financial professional can be certified as a CFP®, the individual must complete the CFP® Board's certification process consisting of initial requirements in Education, Examination, Experience and Ethics. Applicants for certification must also have a bachelor's degree (or higher), or its equivalent, from an accredited college or university in order to obtain certification.
College for Financial Planning
Accredited Asset Management Specialist℠
2008 – 2009
AAMS® (Accredited Asset Management Specialist℠) – A professional designation granted by the College for Financial Planning. The designation may be awarded to any financial professional who completes a self-study program supplied by the College for Financial Planning, and subsequently passes the accompanying test that covers the asset management process, including: investor policies, risk and return, investment performance, asset allocation and selection, investment strategies, taxation of investment products, individual retirement investments, executive compensation and benefit plans, insurance products, estate planning, and regulatory and ethical issues. After passing the test, the individual must also agree to comply with the code of ethics.
Saint Louis University
Bachelor’s Degree / Business Administration and Management
2000 – 2003