Articles by Dustin Wolk, CFP®

Dustin Wolk is a Client Advisor with Portfolio Advisory Services. Dustin is responsible for providing portfolio management services to high-net-worth individuals and families. He seeks to construct customized ﬁnancial analyses and solutions tailored to his clientele and their families.

Dustin graduated from the University of Wisconsin-Milwaukee with Bachelor's degrees in Accounting and Finance. He holds a designation as a Certiﬁed Financial Planner™.

He currently resides in Bayside, Wisconsin, with his wife, Samantha. With a passion for scuba diving and exploring the world, he spends his free time planning his next adventure abroad. He also enjoys everything Wisconsin summers have to oﬀer, spending weekends camping and hiking with family and friends.

Certiﬁed Financial Planner Board of Standards, Inc. (CFP Board) owns the certiﬁcation marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certiﬁcation requirements.

Website: crescentgroveadvisors.com

Latest articles by Dustin Wolk, CFP®

Is Your Financial Present Threatening Your Financial Future?

Whether you're starting your career or nearing retirement, thinking critically about your financial outlook now will help you avoid costly errors in future.