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Assets Management

Dustin Dwain King Investments

Our experienced team of investment experts is dedicated to maximizing your returns and achieving your financial goals. With a proven track record of success, we invite you to join us today

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+1 (929) 799-8804

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earn@dustindwainking.com

DUSTIN DWAIN KING

CRD# 2843997

Investment Advisor & Broker. |. CFP®, CPA, CLU®, CLTC®

383 Madison Ave, New York, NY 10017, USA

@dustindwainking

@earnwithdustin

DUSTIN DWAIN KING

CRD# 2843997

Investment Advisor & Broker. |. CFP®, CPA, CLU®, CLTC®

Expert Investment Adviser

About Dustin King

Mr. Dustin and his wife, Isabel, are proud parents of 3 children. Born in London and relocating to the USA during his teenage years, Dustin pursued his education at Harvard Business College, where he attained a comprehensive knowledge of business. Since 2014, Dustin has been dedicated to his career at J.P. Morgan Asset Management, where he plays a vital role in assisting clients with their financial needs. Additionally, he embarked on an entrepreneurial journey by establishing his own private practice. Despite this, he remains closely connected with J.P. Morgan, continuing to offer valuable consultation services.


Beyond his professional pursuits, Dustin finds joy in spending quality time outdoors, making cherished memories with friends and family, and engaging in activities such as tennis and golf. He also has a passion for traveling and is an ardent supporter of sports teams like the LA Lakers

About Dustin King

As a professional, my approach revolves around understanding your unique needs and objectives. To provide tailored services that align with your financial goals, I believe in establishing a strong client-advisor relationship. Before delving into the appropriate solutions for you and your family, I take the time to get to know you. Similarly, I encourage you to familiarize yourself with me, ensuring mutual comfort and trust.

My services encompass comprehensive financial planning, catering to individuals, families, and business owners alike. I specialize in developing tax-advantaged wealth accumulation strategies while addressing both short and long-term risks that may impact your cash flow. My conversations with clients are centered around creating a long-term financial game plan that encompasses investment management, risk mitigation, and tax-efficient savings.

With years of experience in the financial industry, I began my journey in financial planning with J.P Morgan in 2014. Before that, I gained valuable insights during my tenure as a consultant with Nylife Securities Inc. Currently, I am proud to work with J.P. Morgan Asset Management, where I continue to offer top-notch financial guidance and support.

My commitment is to help you achieve your financial aspirations, providing innovative solutions tailored to your unique circumstances. Together, we'll navigate the complexities of finance and work towards securing your financial future with confidence.

Certificatiions

CERTIFIED FINANCIAL PLANNER™ Professional The CERTIFIED FINANCIAL PLANNER™ Professional certification is one of the most recognized financial planning marks in the world. The certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Certified in Long Term Care (CLTC) The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Certificants learn how to mitigate these consequences of developing a plan to protect their clients and their families.

Chartered Life Underwriter (CLU®) The CLU® is respected internationally as risk management's highest standard of knowledge and trust. Since 1927, The American College has awarded this designation to professionals The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Certificants learn how to mitigate these consequences of developing a plan to protect their clients and their families, who obtain the advanced education to address the insurance needs of every client they serve.


A process focused entirely on you

At Dustin Dwain King, we are committed to providing you with a comprehensive and personalized approach to financial success. Through our six-step process, we strive to guide you towards a secure and prosperous financial future.

Understanding what is truly important to you

We begin by gaining profound insights into your financial aspirations and personal values. By understanding your unique priorities, we can create a plan that aligns with your goals and aspirations.

Confirming your needs and priorities

Your financial well-being is our top priority. Through thorough discussions and consultations, we ensure that we have a complete understanding of your financial needs and priorities.

Setting your short- and long-term goals

Together, we establish clear and achievable short-term and long-term financial objectives. These goals provide the foundation for crafting a strategic wealth plan that is tailored to your specific timeline and aspirations.

Developing your personal wealth plan

With a comprehensive understanding of your financial landscape, we design a personalized and all-encompassing wealth plan. This holistic approach ensures that every aspect of your financial life is carefully considered and integrated into the plan.

Implementing your plan and driving it forward

Putting the plan into action is a critical step. Our team of experts works diligently to implement the strategies outlined in your wealth plan, ensuring a seamless execution and smooth transition towards your financial goals.

Monitoring your plan's progress against goals

Your financial journey doesn't end with implementation. We continuously monitor the progress of your wealth plan and track its performance against your goals. Regular reviews and adjustments are made to keep you on track and aligned with your evolving financial objectives.

Invest with

confidence

Our Investment Advisors have the skill, expertise and experience needed to build a tailored wealth plan that’s optimized for your needs and goals.