Background
American Portfolios Advisors, Inc.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. To fulfill our vision, we hired American Portfolios Advisors, Inc., which is part of the 2nd largest independent advisory firms in the nation. An SEC Registered Investment Advisor group of like-minded, independent financial services professionals in a private practice dedicated to serving their clients by offering sound financial guidance and solid investment advice. Form ADV Part 2A Disclosure Brochure
Dustin LaPorte’s
"I want you to be successful in your career, marriage, and money management. It all begins with knowing your calling. Your calling is the identity, the name God calls you; it is who God made you to be. Knowing your identity helps you identify the areas of work God calls you to occupy, for it is your occupation. By working in the center of God's will for you, there is a blessing that comes that NO amount of money can ever buy. As your Certified Kingdom Advisor®, I want you to experience that blessing, so I work with you to apply sound Biblical principles. I want you to have a successful marriage. As a Certified Divorce Financial Analyst®, I have seen how divorce impacts a person's wealth and mental health. As someone who has completed the three-year Christ Quest Institute training twice, Our Community Listens, and over 800 hours of pastoral training and experience through the All Access program at Seacoast Church led by Mac Lake, and most importantly, my 30+ years pursuing my wife, I want to give you the best tools and insight I have learned, so you can have an amazing marriage too. As your Certified Financial Planner™ professional, I want to work with you to accomplish all God has called you to by using best-in-class financial products, software, and Biblically-based planning. For almost 30 years, I have been working with individuals to achieve their unique God-given goals. God placed on my heart to be a Pastor of money management, marriage, and helping people fulfill their calling. Our weekly service at 7 a.m. is for the masses, and our personalized sessions are for those who hire us to advise them and walk beside them." - Dustin B. LaPorte, CFP®, CKA®, CDFA®
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 - Elected Board of Director and Investment Committee Chair
- Former Chosen SmartVestor Pro® through Dave Ramsey's Recommended Ramsey Solutions
- Certified Financial PlannerTM (CFP®)
- Certified College Funding Specialist® (CCFS®)
- Certified Plan Fiduciary Advisor® (CPFA®)
- Certified Kingdom Advisor® (CKA®)
- Certified Divorce Financial Analyst® (CDFA®)
- Pastoral Training
- All Access program at Seacoast Church - Mac Lake
- Mentored by Dr. Vern Jensen, Ph.D.: author, pastor, and former bishop
- Graduate of Christ Quest Institute program
- Graduate of Our Community Listens program
- Author of Biblical Strategies to Financial Freedom