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Dustin Peltier, CFP®

Dustin Peltier, CFP®

 

Financial Advisor

Dustin J. Peltier is a CERTIFIED FINANCIAL PLANNER™ professional and President of Well-Being Wealth Strategies, a specialty financial planning firm located in Minneapolis. As a financial advisor with Foster Klima since 2005, he is dedicated to learning about your personal and professional goals. While working as a team, Dustin will help you build a tailored financial plan that is focused on your specific situation at each stage of your career. Dustin’s goal is to provide you with all the information you need to make educated and accurate decisions to protect your income, grow your wealth and live confidently.

Since 2010 Dustin has been the endorsed Disability Insurance Agent at the University of Minnesota, School of Dentistry. He has subsequently become the endorsed agent in the University of Minnesota Medical Residency programs as well. Dustin works with clients across the country, many of whom are dental or medical professionals and small business owners. Regardless of their location, due to his diligence and technology, Dustin has built lasting relationships with his clients.

Born and raised in Minnesota, Dustin attended the University of St. Thomas in St. Paul where he earned a bachelor’s degree in Entrepreneurship. Dustin has since earned the CERTIFIED FINANCIAL PLANNER™ designation as it is the gold standard in personal financial planning and is a member of the Financial Planning Association of Minnesota. Dustin spends his free time with his wife, Allyson, and two young daughters, Ava and Harper. He also enjoys traveling, sports, and weekends at the family cabin in Northern Minnesota.

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Foster Klima & Company, Inc. is not an affiliate or subsidiary of PAS or Guardian. Arkansas LIC #8555982. California LIC #0L10178.