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Dustin Gale, CFP®, CPWA® Senior Wealth Advisor

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Awards

Highlights

START DATE

Industry: 2005
KAR: 2015

EDUCATION

B.S. in Business Administration and Finance,
University of Arizona’s Eller College
of Management

PRIOR WORK EXPERIENCE

  • Private Banker, Vice President – Wells Fargo Private Bank
  • Premier Client Manager, Assistant Vice President – Bank of America

CERTIFICATIONS AND CREDENTIALS*

  • Certified Financial Planner®
  • Certified Private Wealth Advisor®
  • California Health and Life Insurance licenses
  • Series 7, 66

RECOGNITION

  • 2020-2025 Five Star Wealth Manager by Five Star Professional
  • 2022-2025 Banking & Finance Visionary, L.A. Times B2B Publishing
  • 2023 Leader of Influence – Wealth Manager, Los Angeles Business Journal
  • 2023 Finalist – Community Impact Luminary, ThinkAdvisor
Fun Fact
My bucket list includes traveling to 100 countries. So far I am at 35.
Q: What Do You Enjoy Most About Your Job?
A: I’m passionate about what I do because I get to work with my clients, my friends and my family in order to help them find peace of mind. In this day of age, with access to smartphones, social media, information on the Internet, there is a ton of noise out there. This noise can be disseminated extremely quickly, which can be overwhelming to individual investors. I believe that when we set a strategic plan for our clients we’re setting a disciplined approach to allow our clients to go out and enjoy their lives without paying too much attention to the daily noise.
Q: What Do You Enjoy Most About Working at KARWA?
A: I enjoy working at KAR because of the culture. Every team member knows that at the end of the day the clients’ interests come first. John Anderson said it best: “Do the right thing.” I believe that if the expectations and stage are set properly, routine reviews should be the only times that my clients are focusing on their investments. After all, that’s why they’re hiring a professional wealth advisor.

Q: What Are You Involved in Outside of Work?
A: Born and raised in Los Angeles, I currently live in Encino with my wife and two sons. I am the past Chair of the Board of Directors at Project ECHO, a non-profit which organizes annual at-risk youth High School Entrepreneurship and Business Plan Competitions on campus at UCLA’s Anderson School of Management among other organizations I work with in Los Angeles. I am an avid surfer, golfer, reader, snowboarder, and traveler.

Q: How Does KARWA Approach Wealth Management Differently?
A: We approach wealth management differently in that we aren’t just focused on portfolios comprised of stocks and bonds. We also consider alternative strategies to try and help protect our clients on the downside but also create opportunities to capture up-market swings. Having a background in financial planning, I look at both sides of my clients’ balance sheets, along with their goals, to make sure we’re taking a holistic approach to their financial needs. From there, we create customized asset allocation strategies.
Q: What Do You Hope to Achieve for Your Clients?
A: My goal is to help my clients find peace of mind while achieving their previously established goals. I don’t want my clients worrying about their investment portfolios or current financial condition.
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*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.