Dustin Gubin

CLU®, BFA™

Financial Advisor

State(s) Licensed: AK, AL, AZ, CA Insurance Lic. #0L00077, CO, CT, FL, IA, IN, KS, MA, MD, ME, MI, MN, NC, NJ, OH, OR, PA, TN, TX, UT, VA, WA, WI, WY

Phone: 920-518-9207

Address:

4321 North Ballard Road Ste A1-GLAG
Appleton, WI 54919

Book my intro appointment

State(s) Licensed: AK, AL, AZ, CA Insurance Lic. #0L00077, CO, CT, FL, IA, IN, KS, MA, MD, ME, MI, MN, NC, NJ, OH, OR, PA, TN, TX, UT, VA, WA, WI, WY

Partnering with you to achieve your dreams, I offer personalized financial strategies that align with your goals, providing you with clarity and confidence.

At Thrivent we view money as a tool, and we tailor our advice around what matters most to you. Our firm stands out in the field with our mission to help fellow Christians achieve financial clarity. I’m passionate about getting to know each one of my clients personally so I can provide a financial strategy centered around your vision for the future. My priority is to set you up with a holistic financial plan aimed at achieving your goals with your family, faith, and future in mind.

In search of financial advice?

Together, we explore strategies to manage and steward your finances. I aim to grasp the values you uphold and what holds significance to you. If you're seeking guidance on retirement planning and determining the necessary steps, we can develop a comprehensive plan tailored to your goals.

How I collaborate with my clients and areas of expertise:

· Holistic financial planning

· Prepare for unexpected illness, injury or loss

· Wealth accumulation and risk management strategies

· Tax strategies

· Retirement income planning

· Explore tax-efficient ways to manage your money

· Plan for long-term care expenses

· Save and prepare for income in retirement

· Plan to pass on a meaningful legacy

Thank you for considering the opportunity to connect. If you're ready to take the next step, don't hesitate to reach out. You can schedule an appointment by calling 920-518-9207 or emailing me at Dustin.Gubin@Thrivent.com. I'm excited to discuss how we can collaborate to achieve your goals. Looking forward to the possibility of working together soon.

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Location

Appleton Office

Appleton Office

Phone:: 920-518-9207
Mobile:: 920-420-3562

Hours

M – F: 9 a.m. – 5 p.m.

Address

4321 North Ballard Road Ste A1-GLAG
Appleton, WI 54919