Dustin Roberts
Hi there! 👋🏼 I’m Dustin, a Wealth Manager based in the Central Valley of California, with experience and deep passion in helping clients navigate the complexities of wealth management. My focus is on crafting personalized financial strategies that align with each of my client’s unique goals, whether it’s investment management, estate planning, or optimizing private banking solutions. I take pride in building long-term relationships and providing a comprehensive approach to financial success.
Outside of work, I’m actively involved in my community and have served on the Board of Directors for Advancing Children of Turlock. I also love coaching youth soccer and helping young athletes grow both on and off the field. When I’m not working, you’ll find me woodworking, taking family trips in my motorhome, and perfecting my skills as a BBQ pitmaster!
Central Valley, California
“Above all, client experience is my top priority. I pride myself on being readily available, offering a level of personal service that makes clients feel heard, supported, and confident in their financial future. I treat my clients like family, building relationships based on trust, transparency, and long-term partnership.”
How can I help?
Financial Planning & Analysis
Investment Management
Real Estate Investment Planning
We excel in assisting real estate investors with mapping out their financial futures, whether by developing exit strategies for property sales, facilitating pre-purchase property evaluations, or revealing hidden opportunities.
Succession Planning
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Dustin.
Get to know Dustin
I began my career in the banking and financial services industry in 2008. Before joining U.S. Bank Private Wealth Management, I worked as a Wealth Relationship Manager at BBVA USA. My professional background includes personal and business financial planning, real estate and specialty lending, and developing customized financial solutions to meet my clients' needs. My focus is on building long-term relationships with my clients, helping guide them and crafting personalized financial strategies that align with each of their unique goals.
I am an active member of my community, having served on the Board of Directors for Advancing Children of Turlock. I also enjoy giving back by coaching youth soccer, helping young athletes grow both on and off the field.
I reside in the Central Valley of California but work with clients across the Los Angeles, San Diego, Bay Area, and Central California markets. When I’m not working, you can find me woodworking, taking family trips in my motorhome, and perfecting my skills as a BBQ pitmaster.
Book a 30-min introductory call with Dustin.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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