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First Command Financial Advisor - Dustin Ferreiro

First Command Financial Advisor - Dustin Ferreiro

Reviews Summary

The reviews consistently praise the financial advisor for exceptional service, expertise, and personalized support. Clients highlight his ability to simplify complex concepts, provide judgment-free guidance, and build long-term trust. Many credit him with helping achieve financial goals, retirement planning, and improving financial security. His professionalism, patience, and dedication to client success are frequently mentioned, with long-term clients (8+ years) strongly recommending him. The advisor is noted for tailoring advice to individual needs, offering detailed explanations, and maintaining consistent communication.

About This Listing

Budgeting
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Risk Management

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Budgeting
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Risk Management

Contact Information

Address

2650 Camino Del Rio N Suite 210

San Diego, California 92108

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Dustin has been our trusted financial planner for nearly a decade, and we couldn't recommend him more highly. He has supported my wife and me through two significant out-of-state moves, even going above and beyond to obtain additional training to ensure he could continue providing excellent service outside of California. Dustin is always ready and willing to explain financial concepts in-depth, making even the most complex topics easy to understand. His professionalism is unmatched, and over the years, it's

Dustin is a very friendly, down-to-earth, and knowledgeable financial advisor. He always aims to provide value to our family in every meeting. I like this the most. Makes sure we are comfortable with recommendations and have investment options that fit our lifestyle. He's very detailed so our meetings always run a little long but then again we catch stuff we might have missed. Highly recommended!

Dustin is an amazing financial advisor. He takes the time to thoroughly answer all my questions, ensures I understand my options, and helps me feel empowered to make informed decisions. I've kept him as my advisor for over 10 years because of the long-term trust he has built up. I've recommended him as an advisor to multiple friends and family members, and would happily recommend him to anyone reading this review as well!

My husband and I started with First Command back in the early 2000's. We never really had any communication with our planner and had in fact stopped contributing to our funds untill about 12 years ago when Dustin became our planner. As soon as we were assigned to Dustin he immediately stared scheduling meetings with us. He wanted to know what our plans were and he talked to us to find out about our goals. He's helped us get back on track with our savings and made sure we were up to date on all our insuran

I've been a long time member of First Command. For a good number of years, Dustin Ferreiro has been our Financial Advisor. His exemplary service has enabled my family and I to purchase a new home and to retire comfortably. Dustin's consistent and outstanding response to our financial needs has provided my wife and I with excellent financial security for many years now. BZ Dustin!!

Dustin has been our financial advisor for over ten years. He is amazing! With his help, we were able to achieve our financial goals and enjoy a very comfortable retirement. Thank you so much Dustin!

Dustin was fantastic as always. Super helpful and personable. He Wants to facilitate you achieving your goals, not pushing products or his idea of success. Been his client for 8 years now and am grateful for it.

Great advice with those with limited to no investment knowledge. Going into my 20s with more knowledge and support in financial planning.

Dustin is always informative and keeps us up to date.

Dustin Ferreiro has been tremendous in helping me navigate managing my finances and planning for my retirement. I am someone who does not like to discuss financial matters in general, except when necessary with close family or close friends, but Dustin has a way of making those conversations feel respectful and judgment-free. His professionalism, patience, and genuine interest in helping have made it much more comfortable for me to open up and take control of my financial future. I truly appreciate the trus

(Translated by Google) It's been a few years since I've been with Dustin. In the meantime, I have received and am receiving a lot of help in planning and pursuing my retirement. There were times when saving, investing, and planning for the future were difficult, and there were times when I wanted to quit, but Dustin gave me a lot of encouragement and support each time. My daughter and Dustin have been preparing for financial independence since their early 20s. I look forward to preparing for retirement with

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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