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Dustin K
CFP®, Series 63, Series 65
Austin, TX
Falcon Wealth Planning, LLC
Dustin Kim is a CFP® with 12 years of industry experience, currently serving at Falcon Wealth Planning, LLC. His prior roles include positions at Austin Asset and Ernst & Young/Tapfin. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with over $5 million under management. The firm uses a combination of fundamental and technical analysis along with modern portfolio theory to manage portfolios on a discretionary basis.
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