Dustin Peltier, CFP®, is a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional specializing in disability insurance, life insurance, and wealth planning for medical professionals.
As the founder of Well-Being Wealth Strategies, he serves clients in all 50 states with a transparent, educational, and personalized approach.
With over 20 years of experience, Dustin helps students, residents, fellows and attendings make informed financial decisions at every stage of their careers.
For more than 15 years, he has served as a University of Minnesota endorsed Disability Insurance Representative for the Graduate Medical Education (GME) and School of Dentistry.
Dustin is a Trusted Agent and Recommended Agency of the White Coat Investor.
With Dustin’s guidance, you can focus on your future, not your finances. Control the things you can control and plan for the unexpected.
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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 a wholly owned subsidiary of Guardian. Foster Klima & Company, Inc is not an affiliate or subsidiary of PAS or Guardian. Arkansas Insurance License #8555982. California Insurance License #0L10178.