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WEALTH MANAGEMENT ADVISOR

Dustin Slinkard

CA License No. 4392814

Dustin is committed to helping businesses, families, and individuals build and safeguard their wealth through:

• Tailored retirement strategies
• Investment planning
• Comprehensive financial management
• Business succession and estate transfers

Combining his knowledge and the collaborative power of Tax & Financial Group (TFG), Dustin and his team deliver innovative solutions and strategic guidance to help clients achieve their financial aspirations. Dustin holds a Bachelor of Arts in Social Sciences (Economics) from the University of Southern California.

Dustin passed the Charted Financial Analyst Level 1 exam in November 2023. Dustin has over a decade of experience as the owner/operator of a family business, which has provided him with deep insights into the challenges and opportunities faced by business owners.

Outside of work, Dustin enjoys running, cycling, and spending quality time with his wife and pets. He is based in Costa Mesa. “Helping you build, manage, and safeguard wealth for every stage of life”.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 20250200406 DOFU 02/2025

WEALTH MANAGEMENT ADVISOR

Dustin Slinkard

CA License No. 4392814

Dustin is committed to helping businesses, families, and individuals build and safeguard their wealth through:

• Tailored retirement strategies
• Investment planning
• Comprehensive financial management
• Business succession and estate transfers

Combining his knowledge and the collaborative power of Tax & Financial Group (TFG), Dustin and his team deliver innovative solutions and strategic guidance to help clients achieve their financial aspirations. Dustin holds a Bachelor of Arts in Social Sciences (Economics) from the University of Southern California.

Dustin passed the Charted Financial Analyst Level 1 exam in November 2023. Dustin has over a decade of experience as the owner/operator of a family business, which has provided him with deep insights into the challenges and opportunities faced by business owners.

Outside of work, Dustin enjoys running, cycling, and spending quality time with his wife and pets. He is based in Costa Mesa. “Helping you build, manage, and safeguard wealth for every stage of life”.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera. 20250200406 DOFU 02/2025

Contact

Email: dustin.slinkard@tfgroup.com

Phone: (949) 223-8415

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Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity