Rinaldi Wealth Management

Rinaldi Wealth Management

Dustin Rinaldi founded Rinaldi Wealth Management in 2017 after building credentials that span tax advisory, Wall Street licensing, and academia. Prior to hanging his own shingle, Rinaldi carried Series 7 and 63 registrations, served as an Enrolled Agent tax advisor, and taught as an adjunct professor at Florida Gulf Coast University. He holds the CFP, AWMA, and CRPC designations and completed Yale’s CIMA Investment Management Online Program. That multi-lens background — tax, brokerage, financial planning education — anchors the firm’s claim of comprehensive advice rather than product placement. Rinaldi positions the practice around fee-only portfolio management, financial planning, and direct-advisory relationships. The firm markets no in-house funds or proprietary products; its investment management sits on a fiduciary standard, with transparent compensation the main pitch to prospective clients. The practice serves individuals across the United States from a single Bonita Springs office, though the firm’s website does not disclose individual client counts, aggregate assets under management, or specific portfolio holdings. The client-services team includes Anna Khemkhajon, Patrick O’Grady, and Christa Graddy, all holding FINRA Series 65 registrations. Scale is small and deliberately simple: Rinaldi Wealth Management lists one office, one founder, and three client-services team members. The firm has not reported an AUM figure, total deployment, or growth rate. A recent operational note is absent from public channels; no fund structure, co-investment vehicle, or philanthropic arm appears in available disclosures. The structure differs from large registered investment advisors because it is built around a single planner’s personal practice rather than a multi-partner institutional platform. The architecture is a classic solo-anchor RIA — fiduciary fee-only planning combined with virtual service delivery to a national client base — a model that competes on principal-agent alignment rather than brand scale or product shelf breadth.