Buck Wealth Management
Dustin G. Buck, CFP®, MBA
10112 Fair Oaks Blvd.
Fair Oaks, CA 95628
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Hours of Operation8:00am - 5:00pm Monday through Friday
Buck Wealth Management, founded by Dustin Buck, is a financial planning practice committed to an exceptional and personalized client experience. We have a passion for building client wealth and for providing financial education, advice, and services tailored to each client's needs. We are dedicated to helping our clients invest strategically, reduce exposure to taxes, meet your insurance needs and provide a plan to leave a legacy by successfully transferring your wealth to your children and grandchildren
I can provide you with the following financial services:
Managed asset plans - professional fee-based portfolio management through LPL Financial
Retirement planning - to design an investment strategy to help you meet all of your retirement goals
Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
Cash flow analysis - for everyday budgeting
College planning - long-term planning to ensure you’re ready
Learn more about my background and financial planning philosophy. You can call 916.579.5160 or send an email to Dustin at firstname.lastname@example.org to schedule a free initial consultation.