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About us

Four C Financial is an independent investment firm based in Palm Desert, California, and is the vision of experienced financial advisor Dustin Metcalf. Over the last 10 years, we have worked with a variety of clients in more than 15 different states and across several industries, including healthcare, technology, entertainment, and sports.

At Four C Financial, we have a singular focus on the success of you, our clients. We utilize an open architecture platform that allows us to choose from the top money managers in the industry, all while negotiating the lowest costs available for you. We utilize industry partnerships with innovative technology firms that focus on tax-smart investment management in order to provide opportunities to reduce your current tax bill and potentially increase your long-term wealth.

We put an emphasis on educating you on markets and the specific investments you own. We have found that when you have a better understanding of what you own, why you own it, and how much it costs, you can then focus on the long-term success of your investments rather that the short-term volatility that exists in markets.

Our commitment to you

At Four C Financial, we are committed to supporting your education and financial success through transparency and sound decision-making. Our aim is to deepen your understanding of your assets, and we strive to ensure those investments and future decisions align to your financial goals. We are dedicated to providing clarity around our consultative services, helping you optimize expenses and get the most out of our services.

Your financial success is our top priority

By engaging Four C Financial, take ownership of your investments and feel confident that we have your best interest in mind every step of the way.

Connect with our team today