Rinaldi Wealth Management

Rinaldi Wealth Management is a fee-only financial planning firm led by Dustin Rinaldi, a Certified Financial Planner. The practice offers financial planning, investment management, income planning, tax strategy, insurance analysis, business strategy and estate planning, with its typical client in retirement or within two years of it.

The firm works as a fiduciary, so advice is meant to put the client's interests first, and compensation is fee-only with no hidden commissions. Its office is on Walden Center Drive in Bonita Springs, and while clients can visit there, the firm also serves clients nationwide. Office hours are weekday business hours, and the phone line is (239) 444-6111.