Dustan Zavatsky
Principal @Cerity Partners
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WORK HISTORY
Principal @Cerity Partners
Silicon Valley, CA, US
EDUCATION
Johnson & Wales University
Bachelor's Degree
SKILLS
ABOUT DUSTAN ZAVATSKY
Dustan is a Principal and Wealth Advisor at Cerity Partners, based in the firm’s Silicon Valley office in Los Altos, California. As a key member of the Wealth Management practice, he provides comprehensive investment advisory and wealth planning services to high-net-worth individuals, families, and foundations. Dustan advises clients on all aspects of holistic wealth management, including investment strategy, financial planning, tax optimization, trust and estate planning, and insurance solutions. He has particular expertise working with clients who hold concentrated stock positions or have complex equity compensation packages. Before joining Cerity Partners, Dustan was with IndexIQ Advisors LLC in New York, where he served on the portfolio management, trading, and capital markets team for the firm’s suite of passive investment funds. Earlier in his career, he was an analyst focused on in-depth research and analysis for fund products and proprietary indices. He began his professional journey at GE Capital. Dustan earned a Bachelor of Science in Finance from Johnson & Wales University in Providence, Rhode Island. He is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association.
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