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One of the biggest barriers you must overcome is getting started. At OceanAir Wealth Management, we don’t believe in investment minimums. A little bit goes a long way over a long period of time. It’s never too late to start. Through our consultative approach and use of industry leading tools and technology, we’ll create a strategy that’s tailored to where just to you. There’s no cost to talk to us, schedule your complimentary consultation today.
Okay, so you already have a plan in place but, when was the last time you had it reviewed? At OceanAir Wealth Management, we believe that your Financial Plan/Goals need to be reviewed at a minimum of once per year. The only guarantee in life is that life changes, and your plan needs to adjust as changes occur in your personal life.
Knowledge is power. We recognize you’re looking for valuable advice on your life’s hard-earned savings. That’s why we pay for some of the most sophisticated tools available in the industry to create an easy-to-understand user experience for our clients. Where are you on your journey, and what should you be doing differently? We can help!
Many people in your shoes are looking for tax efficient savings strategies and a better understanding of where their income is going to come from after they stop working. What’s the best strategy for you today and in the future?
You’ve built up a significant Estate and now you’re wondering how it should pass on to your heirs. Do you want to leave money to charity? How will you make a meaningful difference while you’re still alive and thereafter? The OceanAir Wealth Management team has extensive knowledge on different investment products and strategies that will help your estate pass on in a tax efficient manner. Everyone’s situation is unique, and we’ll tailor the strategy to you and your family.
Dustin Tondreau – Assistant Vice President, OceanAir Wealth Management
CA Insurance License #0L52427
Dustin Tondreau is the Program Manager at OceanAir Wealth Management. Dustin creates personalized financial plans tailored to address his clients’ needs and concerns to help them better prepare for their financial journey.
Dustin has been in the Wealth Management industry for 6 years, 5 of which have been served at OceanAir Wealth Management. He believes this helps build a solid foundation for his ability to provide a customized experience for the families and individuals he serves. Recently one of his clients stated:
“Working with Dustin has been almost effortless, for our part. Aside from providing him with details about insurance policies, current investment plans and employer retirement details, he did all the rest, very quickly, producing a very informative retirement picture and roadmap for us. We are very excited to continue working with Dustin and his team.” – The Caffee’s*
He is registered to provide investment advice and insurance services in multiple states and utilizes industry leading technology to simplify complex concepts to his clients and prospects. He meets with his clients on a periodic basis to review his clients’ financial plans and adjust strategies when seen fit.
Dustin currently resides in Ventura, CA with his loving fiancé, Samantha, and was raised in Moorpark, CA. He graduated from California State University, Northridge with a double major in Marketing and Economics.
Noeli Saurez – Non-Licensed Assistant & Insurance Professional, OceanAir Wealth Management
CA Insurance License #4329755
Noeli Suarez has joined OceanAir Wealth Management working in a non-licensed capacity. She takes pride in her client relations role assisting clients and prospects.
Noeli has a Bachelor of Science degree from California State University, Channel Islands and is actively studying to pass the FINRA Exams to work alongside Dustin as a Wealth Advisor. Born and raised in Oxnard, Noeli believes in the importance of financial education within her community.
She is registered to provide education about insurance services and utilizes industry leading technology to simplify complex concepts to her clients and prospects. Working alongside Dustin to create efficiency as they serve all their prospects and clients individual needs.
Noeli is proud of her Latino culture and traditions which allows her to be a resource to the Spanish preferred speaking community as she translates financial education conversations.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
I am extremely happy with the financial services offered through OceanAir Wealth Management. I’ve been with Dustin for over two years and felt cared for from the start, he made me feel welcomed and secure. Dustin has provided extensive information to expand my own financial awareness. I have confidence in their knowledge, and I have plans to stay with this dynamic investment team. Thank you for your services. 2/28/2025 BT Beverly T.
I am extremely happy with the financial services offered through OceanAir Wealth Management. I’ve been with Dustin for over two years and felt cared for from the start, he made me feel welcomed and secure. Dustin has provided extensive information to expand my own financial awareness. I have confidence in their knowledge, and I have plans to stay with this dynamic investment team. Thank you for your services. 2/28/2025
Working with Dustin has been almost effortless, for our part. Aside from providing him details about insurance policies, current investment plans and employer retirement details, he did all the rest, very quickly, producing a very informative retirement picture and roadmap for us. We are very excited to continue working with Dustin and his team. 4/24/2023 G& Greg & Christy C.
Working with Dustin has been almost effortless, for our part. Aside from providing him details about insurance policies, current investment plans and employer retirement details, he did all the rest, very quickly, producing a very informative retirement picture and roadmap for us. We are very excited to continue working with Dustin and his team. 4/24/2023
We started using LPL Financial and Dustin Tondreau about two years ago when we finally realized we needed an actual plan to retire rather than just socking away money in our 401k accounts and hoping it’ll do well. Coming up with a plan that was a seemingly daunting task for us but with his professional guidance, patience, and careful examination of our assets, Dustin was able to come up with multiple retirement scenarios that we would have never conceived on our own. Because of Dustin’s attention to detail and excellent knowledge of the ever-changing financial landscape, we’ve been able to come up with a variety of different financial strategies tailored specifically to our needs. We are now confident that we’ll be able to achieve our goals of financial stability in retirement. We are grateful and thankful for all his guidance, friendliness, and infinite patience. 02/26/2025 B& Barbara & Vincent W.
We started using LPL Financial and Dustin Tondreau about two years ago when we finally realized we needed an actual plan to retire rather than just socking away money in our 401k accounts and hoping it’ll do well. Coming up with a plan that was a seemingly daunting task for us but with his professional guidance, patience, and careful examination of our assets, Dustin was able to come up with multiple retirement scenarios that we would have never conceived on our own. Because of Dustin’s attention to detail and excellent knowledge of the ever-changing financial landscape, we’ve been able to come up with a variety of different financial strategies tailored specifically to our needs. We are now confident that we’ll be able to achieve our goals of financial stability in retirement. We are grateful and thankful for all his guidance, friendliness, and infinite patience. 02/26/2025
These statements are testimonials by clients of the financial professional as of the dates listed above. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials. These views may not be representative of the views of other clients and are not indicative of future performance or success.
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The financial consultants at OceanAir Wealth Management are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. OceanAir Federal Credit Union and OceanAir Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OceanAir Wealth Management, and may also be employees of OceanAir Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, OceanAir Federal Credit Union or OceanAir Wealth Management. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
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