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CBS: Dustin Smith Featured on 4 Your Money "Organizing Your Finances - March 2023"

Dustin Smith

- CFP®

4 minutes

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Each month, we present ways to organize elements of your financial life —asset protection, tax planning, estate planning, charitable giving and so on — by breaking them into digestible tasks. This month, Dustin Smith, CFP®, ChFC® vice president and financial advisor at Wealth Enhancement Group focuses on spring cleaning, consolidating accounts and closing credit cards that you no longer need.

Head shot of Dustin Smith

Senior Vice President, Financial Advisor

Plymouth, MN

As the leader of the team, Dustin works to create, monitor and adjust comprehensive wealth management plans for all his clients nationwide. He has extensive expertise in financial planning and was an adjunct professor for many years, teaching CFP courses. Dustin shares his valuable knowledge and experience as a regular guest on the WCCO morning show and was recently quoted in Forbes and Bloomberg.

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Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.