The Team

Dube' & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

John Dube'

John Dube'

Financial Advisor

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Designations

CFP®, MBA, AEP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

M.B.A, 1984, University of Nevada, Las Vegas, B.S., 1983, United States Military Academy, West Point, NY

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Matthew Fournier

Matthew Fournier

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

Bachelor's Degree, Business Administration, UNR, Associate Degree, Business Administration, Merced Community College, Merced, CA

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Our Staff

Erika Delos Santos

Assistant