Tag: retirement income planning

Scott Stolz: Helping Advisors, Organizations, and Clients Achieve What Matters Most

After more than four decades in the financial services industry, I’m grateful for the opportunities I’ve had to lead, mentor, innovate, and help advisors and clients navigate retirement and financial planning challenges. From leadership roles at Raymond James and iCapital to serving on industry boards and contributing to financial publications, the journey has been incredibly rewarding. I’m excited to continue sharing my experience through advisory and board opportunities. Here is my biography.

Dustin Metcalf: President and Founder of Four C Financial

Dustin Metcalf is the President and Founder of Four C Financial, a client-centered financial advisory firm he established with the goal of empowering individuals to take control of their financial futures. With nearly 15 years of experience in the financial industry, including over a decade at the largest bank in the U.S., Dustin has built a reputation for offering personalized retirement income planning, tax-smart investment strategies, and comprehensive financial education. By leveraging cutting-edge technology and partnering with top industry money managers, he provides clients with customized solutions that reduce costs and maximize long-term wealth. Dustin’s commitment to transparency, integrity, and effective communication ensures that his clients fully understand their investments, allowing them to focus on achieving their long-term financial goals.