About DR Wealth
Founded by Dustin Roberts
Helping individuals and families make smarter financial decisions about retirement, investments, and long-term financial planning.
Who We Work With
DR Wealth works with individuals and families who are navigating important financial decisions such as:
• Retirement planning
• Managing workplace retirement plans like 401(k), 403(b), and 457 plans
• Evaluating pension benefits such as CalSTRS
• Investment portfolio strategy
• Mortgage and home financing decisions
• Coordinating long-term financial goals
Many clients come to us during major life transitions such as changing jobs, preparing for retirement, or evaluating long-term financial strategies.
Local Focus
DR Wealth serves clients throughout:
• Turlock
• Modesto
• Merced
• California’s Central Valley
• and clients across California.
While technology makes it possible to work with clients remotely, we maintain a strong connection to the Central Valley community.
Meet Dustin Roberts
Founder- Principal Wealth Advisor
I began my career in financial services in 2008, working as a business banker in California’s Central Valley. Over the years, I’ve worked across nearly every corner of banking and wealth management — from retail and commercial banking to private wealth management at institutions such as JP Morgan Chase, BBVA, and U.S. Bank.
That experience gave me a front-row seat to how financial advice is delivered inside large institutions — what works well, and where clients often feel underserved.
Eventually, I decided to build something better.
That’s why I founded DR Wealth, a firm focused on helping individuals and families make clearer financial decisions about retirement planning, investments, insurance, and mortgage strategy — without the Wall Street jargon, complicated fee structures, or minimum balance barriers that often come with traditional firms.
My approach to financial planning is built around a simple philosophy:
Build. Acquire. Retain.
• Build wealth through consistent saving and smart investment strategies
• Acquire meaningful assets such as retirement accounts, investment portfolios, and real estate
• Retain wealth by protecting and managing what you’ve built over time
This framework helps clients think about financial decisions in a clear and practical way.
Professionally, I hold a Series 65 license, along with a Life & Health Insurance License (OH86517) and Mortgage Loan Originator License (NMLS #692288). I’m also a Certified Wealth Strategist, which means I’ve spent a fair amount of time studying the technical side of financial planning so clients don’t have to.
Today, through DR Wealth, I work with individuals and families throughout Turlock, Modesto, Merced, and California’s Central Valley, helping them navigate retirement planning, workplace retirement plans, investment strategy, and major financial decisions.
Outside of work, I live in Turlock with my wife. We have three beautiful daughters, and two dogs who are convinced they run the household.
Our family takes game night very seriously — imagine a reality show with dice, snacks, and a lot of bragging rights. Many of our favorite adventures involve our Class A motorhome, which I like to think of as a rolling hotel suite with a better view.
When I’m not traveling, you’ll probably find me cheering (loudly) for the Colorado Avalanche — because in my opinion, hockey is the greatest sport on earth.
I’m also passionate about community involvement. I coached youth soccer for 10 years, serve on the Board of Advancing Children of Turlock, and was recently appointed to the Board of CASA of Merced County.