Resume of Dustin LaPorte Christian Biblical Financial Planner

Educational Background and Achievements

College

University of NC at Charlotte, B.S. degree in Business Administration
American College, prerequisite classes for the Board-Certified CFP^® Exam

Diversified Licenses

Mortgage
Investments (Series 6, 7, 63, and 65)
Insurance (Life, Health, Accident, Long-Term Care, and Disability)

Girl Scouts of Eastern South Carolina - Serving for almost a decade as an elected Member of the Board of Directors, 2nd Vice-Chair, Investment Sub-Committee Chair, and Former Treasurer.
Certified Financial Planner^TM (CFP^®)
Certified Kingdom Advisor^® (CKA^®)
Formerly Chosen SmartVestor Pro^®through Dave Ramsey's Recommended Ramsey Solutions
Certified Divorce Financial Analyst® (CDFA^®)
Certified Plan Fiduciary Advisor^® (CPFA^®)
Formerly a Certified College Funding Specialist® (CCFS®)
Pastoral Training

All Access program at Seacoast Church - Mac Lake (Artist and Song Writer - Brandon Lake's Dad)
Mentored by Dr. Vern Jensen, Ph.D.: author, pastor, and former bishop
Seven years of training from Christ Quest Institute program
Graduate of Our Community Listens program
Author of the book "Biblical Strategies to Financial Freedom" (Read my 30 Favorite Timeless Biblical Financial Principles)
"Individuals have trusted me to guide and lead them toward a secure financial future. What I believe truly sets me apart is my unwavering passion for helping clients by integrating sound Biblical and financial principles. I assist them in defining and pursuing their unique, God-given goals. Our team is well-versed in the distinct financial challenges and obstacles you may encounter. By planning today, we can confidently navigate the uncertainties of tomorrow. Whether you're investing to grow wealth, purchasing a home, protecting your family, or preserving your assets, our personalized service is centered on your specific needs, desires, and long-term goals." - Dustin B. LaPorte, CFP®, CKA®, CDFA®, CPFA®

Services

Personality - Dustin B. LaPorte, CFP®, CKA®, CDFA®

If you're looking for an advisor who will guide you with wisdom, integrity, and heart, I am the one to choose. I’m deeply idealistic and driven by a strong sense of purpose—my fulfillment comes not from wealth or prestige, but from helping others find peace, freedom, and meaning in their financial, spiritual, and personal lives. I don’t just talk about values; I live by them. Conscientious and principled, I won’t rest until I’ve done what’s right, even when no one is watching.

My calm presence and empathetic insight help me connect with people on a deeply personal level, making complex or stressful financial situations feel manageable and meaningful. I’m not here to just crunch numbers—I’m here to be a trusted guide, a voice of encouragement, and a steady light for those navigating financial storms. I believe in making a difference one life at a time, and nothing brings me more joy than seeing others thrive.

Heart for Ministry

Osaic Wealth, Inc.

To help fulfill your financial dreams, we’ve partnered with Osaic Wealth, Inc., the second-largest independent wealth management firm in the U.S. Dustin is one of the over 11,000 advisors serving more than 4 million clients across all 50 states, and supported by over 2,500 Osaic employees. Through Osaic Wealth, Inc., we have access to essential in-house financial services, including tax and estate planning, retirement planning, trusts, family and business planning, wealth transfers, deferred compensation, charitable giving, and pension maximization. As an SEC-registered investment advisor, Osaic is committed to enabling financial professionals to provide objective, nonproprietary advice, always putting your needs first (Source). Visit https://Osaic.Com/Disclosures to read Osaic Wealth, Inc.'s:

Form ADV Part 2A Disclosure Brochure
Customer Relationship Summary
Broker-Dealer Firm Brochure
Business Continuity Plan
and MORE!

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