Dustan Zavatsky, CFP®

Senior Associate

Los Altos

Client Advisory

Biography

Dustan is a Senior Associate in the Los Altos office. He is a member of the firm’s Wealth Management practice and is responsible for delivering investment advisory and wealth planning services to high-net worth individuals, families, and foundations.
Prior to joining Cerity Partners, Dustan was a Senior Associate at IndexIQ Advisors, LLC. In that role he worked on the portfolio management, trading, and capital markets team for the firm’s passive investment funds. Prior to that role, he spent time as an Analyst conducting in-depth research and analysis for the fund strategies and proprietary indices. Dustan started his career at GE Capital.

Education

  • B.S. in Finance, Johnson & Wales University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Member of the Financial Planning Association

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.