Mark Dunn, Financial Advisor

FINANCIAL ADVISOR
Mark P Dunn

CFP®, ChFC®, CEPA®, RICP®, ABFP®, CLU®, AAMS®, CRPC™, AWMA®, CRPS™
1151 Yulupa Avenue, Santa Rosa, CA 95405opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • RICP®

    Retirement Income Certified Professional®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • CLU®

    Chartered Life Underwriter®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA®

    Accredited Wealth Management Advisor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Baseball
  • Fishing
  • Home Improvement
  • Spending Time with Family
  • Technology

Team Members

  • Anne Azinheira
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(707) 576-1518

Fax

(888) 270-3410

Office Address

1151 Yulupa Avenue
Santa Rosa, CA 95405opens in a new window

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