About DR Wealth
Your Goals. Your Money. Your Future-Simplified.
Our Mission Statement
At DR Wealth, our mission is to make financial guidance simple, approachable, and available to everyone. We believe wealth isn’t measured by account size, but by peace of mind — whether you’re building up your investments, planning for retirement, protecting your family, or buying a home. Our goal is to be the trusted partner who listens first, speaks clearly, and helps you move forward with confidence.
Dustin Roberts
Founder- Wealth Advisor
I started my career in finance back in 2008 as a business banker in California’s Central Valley. Since then, I’ve worn just about every banking hat there is — from retail and commercial banking to private wealth at places like JP Morgan Chase, BBVA, and U.S. Bank. That journey gave me a front-row seat to what works (and what doesn’t) in financial services.
Eventually, I decided to build something better — a firm where clients come first, without the Wall Street jargon, red tape, or “minimum balance required” signs. That’s why I founded DR Wealth: to make investing, retirement planning, insurance, and even mortgages approachable and transparent for everyone.
On the professional side, I hold a Series 65 license, along with a Life and Health Insurance License (OH86517) , Mortgage Loan Originator (NMLS #692288), and I’m a Certified Wealth Strategist. Translation: I’ve passed a lot of exams so you don’t have to worry about the fine print.
At home in Turlock, I’m happily outnumbered by my wife, our three daughters, and two dogs who clearly think they run the place. We take game night very seriously — imagine a reality show with dice and a lot of bragging rights. Our family adventures usually involve our Class A motorhome, which I like to think of as a rolling hotel suite with a better view. When I’m not on the road, you’ll probably find me cheering (loudly) for my Colorado Avalanche — because hockey, in my opinion, is the greatest sport on earth.
I’m also big on community: 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.