CuVantis Wealth Planning, LLC
Located at CBC Federal Credit Union
Office: (805) 988-2151 ext. 5710
Cell: (805) 217-0099 Dustin.Tondreau@CuVantis.com
Dustin Tondreau is a financial advisor with CuVantis Wealth Planning located at CBC Federal Credit Union. While Dustin works with members of all ages on a variety of financial planning topics, he spends most of his time helping members with questions around retirement and investments. That includes pre-retirement and IRA investment planning for those who are still years away from retirement; navigating the complexities of rollovers and establishing an income for those who are transitioning into retirement, and seeking better income and estate planning opportunities for those who are well into retirement.
After graduating from the California State University of Northridge with a Bachelor of Arts in Economics and a Bachelor of Science in Marketing, Dustin began his career in financial services with Lincoln Financial Advisors. At Lincoln, Dustin attended the Advisor Development Program and eventually became a Private Wealth Advisor helping clients with both their employer-sponsored and personal retirement plans. Dustin takes a comprehensive approach to planning and enjoys working with members to get the fundamentals in place before moving on to more advanced planning, which he believes sets the stage for both long-term success and long-term relationships.
Dustin currently resides in Moorpark, CA. During his free time, you can find Dustin hiking, golfing, or just relaxing with friends on the beach.
Non-deposit investment advisory products and services are offered through CuVantis Wealth Planning, LLC, (“CuVantis”), a California Registered Investment Advisor. Credit Unions have contracted with CuVantis to make non-deposit investment advisory products and services available to credit union members. Investments offered through CuVantis are not federally insured, are not guarantees or obligations of the credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered as Investment Adviser Representatives of CuVantis. Advisory services are only offered to clients or prospective clients where CuVantis and its representatives are properly licensed or exempt from licensure.
For a complete description of investment risks, fees and services, please review the CuVantis firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting CuVantis at email@example.com or (619) 535-7680. Additional information about CuVantis is also available on the SEC’s website at www.adviserinfo.sec.gov.