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Show 285 : Follow These Steps To Manage Your Finances W/Dustin Serviss
About Dustin :
Upon meeting Dustin for the first time it does not take a person very long to realize that “Adventure” is a major part of Dustin’s life. Adventure resides inside his practice with taking roads less traveled in the financial industry including, the use of technology, client experience processes and including staff in overall business decisions. Outside his practice he is never shy of experiencing something unique with his clients. From fishing 200lb Sturgeon Fish to Racing Exotic Cars in Las Vegas, Dustin always try’s to fit something new in.
THE PICTURE OF WEALTH PODCAST – hosted by Dustin Serviss
Work ethic and academic achievements were recognized early on in being awarded a scholarship from the Kelowna Golf and Country Club, which he applied to an education in Civil Engineering, leading him to an initial career in Calgary. However, his Okanagan roots remained grounded, and in 2005 Dustin moved back to Kelowna to pursue a new professional path in the financial services industry. After 8 prosperous and valuable years working as a senior associate with a large, local independent advisory group, Dustin launched Serviss Wealth Management in November, 2014.
Designations:
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Chartered Investment Manager (CIM)
Certified Health Specialist (CHS)
Links From The Podcast
https://servisswealth.com/
https://www.linkedin.com/company/serviss-wealth-management/
https://www.facebook.com/servisswealthmanagement/
https://www.thepictureofwealth.com/podcast
https://www.peer2peerrealestate.com/
@peer2peerrealestate434 - Youtube
https://www.linkedin.com/in/williemorales/
Book(s)recommended
Real Estate On Your Terms- Chris Prefontaine
What did you think about today's subject?
Please go to apple podcasts look for us at peer 2 peer real estate podcast, please subscribe and leave a review.
Don't give up on your dreams, fight for it and guard it.
Keep the momentum going, Good things will happen.
Thanks for listening and be safe.
Hosted on Acast. See acast.com/privacy for more information.
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By William MoralesAbout Dustin :
Upon meeting Dustin for the first time it does not take a person very long to realize that “Adventure” is a major part of Dustin’s life. Adventure resides inside his practice with taking roads less traveled in the financial industry including, the use of technology, client experience processes and including staff in overall business decisions. Outside his practice he is never shy of experiencing something unique with his clients. From fishing 200lb Sturgeon Fish to Racing Exotic Cars in Las Vegas, Dustin always try’s to fit something new in.
THE PICTURE OF WEALTH PODCAST – hosted by Dustin Serviss
Work ethic and academic achievements were recognized early on in being awarded a scholarship from the Kelowna Golf and Country Club, which he applied to an education in Civil Engineering, leading him to an initial career in Calgary. However, his Okanagan roots remained grounded, and in 2005 Dustin moved back to Kelowna to pursue a new professional path in the financial services industry. After 8 prosperous and valuable years working as a senior associate with a large, local independent advisory group, Dustin launched Serviss Wealth Management in November, 2014.
Designations:
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Chartered Investment Manager (CIM)
Certified Health Specialist (CHS)
Links From The Podcast
https://servisswealth.com/
https://www.linkedin.com/company/serviss-wealth-management/
https://www.facebook.com/servisswealthmanagement/
https://www.thepictureofwealth.com/podcast
https://www.peer2peerrealestate.com/
@peer2peerrealestate434 - Youtube
https://www.linkedin.com/in/williemorales/
Book(s)recommended
Real Estate On Your Terms- Chris Prefontaine
What did you think about today's subject?
Please go to apple podcasts look for us at peer 2 peer real estate podcast, please subscribe and leave a review.
Don't give up on your dreams, fight for it and guard it.
Keep the momentum going, Good things will happen.
Thanks for listening and be safe.
Hosted on Acast. See acast.com/privacy for more information.