Dustin Martin is a Financial Advisor who joined Cincinnati Wealth Management Advisors in March of 2019 after five years with Fidelity Investments. As a Workplace Planning Consultant, he built retirement plans with clients that focused on strategic tax planning and optimization of their employer benefits. Dustin understands that when choosing a financial advisor, one of the primary factors to consider is experience. As a member of a team with over 85 years of combined experience, he brings a different perspective to the financial challenges and milestones that today's clients face. Dustin believes that a comprehensive financial plan is something that evolves over time and your financial advisor should be able to guide you through it both now and for years to come.
Dustin is a Certified Financial Planner™ Professional. He has taken the extra step to demonstrate his professionalism by submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements. He is a graduate of the University of Cincinnati, where he received a Bachelors in Business Administration and majored in finance.
Dustin and his wife Carli, reside in Cincinnati's oldest neighborhood, Columbia-Tusculum. They enjoy spending their time travelling, supporting the local community and the University of Cincinnati athletics.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.