Mr. DuPont began his financial career at Merrill Lynch/Bank of America in 2000, where he advanced to Senior Vice President of Investments. Mr. DuPont specializes in providing clients with tailored financial solutions, including pre-retirement planning, retirement planning and portfolio management. He also specializes in concentrated stock strategies and pre-IPO stock planning, etc. Knowledgeable and patient, he applies his nearly 20 years of experience to understanding his clients’ needs and helping to establish strategies that work for their unique situations.
Mr. DuPont earned a Bachelor of Science in Business Administration from the University of San Francisco. Mr. DuPont holds the professional designation of Chartered Retirement Planning CounselorSM, CRPC®.
Wealth Management Experience: Since 2000
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