Dustin Giannangelo
CEO - I help a select group of driven Entrepreneurs & Top-Level Executives solve their financial challenges
- Role
- Founder & CEO at Fusion Wealth Management
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Dustin Giannangelo
COMPREHENSIVE WEALTH PLANNINGAdvanced Planning for Entrepreneurs and Top-Level ExecutivesWhat We Do:Tax Planning | Wealth Protection Strategies | Maximizing Charitable Gifts | Making Sure Your Family Is Taken Care Of | Help Make Smart Decisions With Your Money | Retirement PlanningTHE FUSION WEALTH DIFFERENCEWe help solve the financial challenges that are most important to our clients and their families. Acting as their family CFO, we serve as an extension of our client’s families. Our goal is to help our clients live an extraordinary life of significance.We are a fiduciary, which means your needs come first. We are not incentivized to recommend specific investments, and we have zero proprietary product. That means it is about your goals and not the product.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Fusion Wealth Management is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. This LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Investor Disclosures:
Experience
Founder & CEO
Jan 2007 — Present · Phoenix, AZ, US
Phoenix, Arizona Area
Education
Arizona State University
Bachelor of Science
Skills
- Strategic Partnerships
- Asset Managment
- Strategy
- Investments
- Negotiation
- Financial Analysis
- Leadership
- Model Portfolios
- Management
- Mergers & Acquisitions
- Entrepreneurship
- Strategic Planning
- Business Development
- Wealth Management
- Portfolio Management
- Contract Negotiation
- Start-Ups
- Securities
- Public Speaking
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