Wealth Advisor and President and Founder of Presidio Capital Management, Dustin TenBroeck CFP® has been named as a finalist for San Diego Business Journal’s 2019 Next Top Business Leaders Under 40 list. This award recognizes the next generation of key executives and entrepreneurs who are making waves, creating impact and leaving a positive mark on the San Diego community.
Having launched his business at the age of 31 from scratch, Dustin’s remarkable accomplishments are part of what made him a standout choice for this distinguished award. Dustin has successfully navigated many of the obstacles entrepreneurs face when starting a business and has done so in a highly competitive profession. He operates a thriving financial practice affiliated with Cetera’s First Allied Securities firm. He’s dedicated to providing comprehensive financial planning and retirement services to investors. Presidio believes in helping people create financial goals that they never thought could be achievable and then putting them on a path towards reaching those goals.
Dustin’s generosity throughout the San Diego and financial community is widespread. In addition to being actively involved in a variety of nonprofit and financial literacy organizations, he is the Founder and Managing Director of Retirement 101, an educational business which provides financial education to the community through live, two-day retirement courses. Over the past five years, his organization has instructed nearly 1,000 families on critical retirement topics which ultimately empower his community to better understand financial concepts and how to make good financial decisions. Dustin often says, “I love to help people retire well, everyday!”
In 2018, Dustin was given the distinct honor of qualifying for Cetera’s First Allied Chairman’s Club which recognizes a select group of advisors (less than 10%) based on leadership, client service, and work ethic. This esteemed recognition is difficult to achieve and unique for someone under 40.
Mimi Bock, President of First Allied, said, “We are thrilled that Dustin is being recognized as a Next Top 40 Under 40 business leader. While his success has been remarkable, we believe he is just getting started! Dustin is constantly leading new and innovative ways to support his community and deliver enhanced financial planning advice. He works everyday to connect purpose to his clients’ money. Whenever I’m with Dustin, I know I’m in the presence of a positive difference-maker.”
As an alumnus of San Diego State University, Fowler College of Business and a Lifetime Member of the SDSU Business Alumni Network, Dustin’s firm offers both year-round and summer paid-internships to undergraduates who are interested in business and/or a career in finance. Learn more about Dustin and Presidio Capital Management by visiting www.presidiocm.com.
The San Diego Business Journal’s 2019 Next Top Business Leaders Under 40 list is an annual award. Each award recipient is nominated, vetted by the business journal and independently determined by their selection committee. They take into consideration: leaders, change makers and innovators, creating impact and leaving a positive mark on the San Diego community. Finalists and award recipients do not pay a fee for placement on the list. Nominations are open to the public. Eligible candidates are under the age of 40. Honorees represent an array of talent from across various San Diego industries, businesses and nonprofits. This recognition should not be construed as an endorsement of the advisor by any client. Listing in this publication and/or award is not a guarantee of future investment success.
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
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