At our branch, my branch office administrator, Anne Azinheira, and I have partnered together to help our clients achieve their financial goals. Our purpose is to make a positive difference in our clients' lives.
I hold the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designation through The American College of Financial Services. I also hold the Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Plan Specialist (CRPS®) and AAMS® professional designations through the College for Financial Planning.
I love what I do because, every day, we get to help change our clients lives and work towards the lifestyle they desire.
Providing financial advice is not a one-size-fits-all business. Every situation is different. Before I can make a recommendation, I need to know what matters most to you, learn your priorities and understand your personal values. This allows me to give you the best advice possible, guide you through the various stages in life and create strategies to help achieve your financial goals. This helps me provide you with a GPS for your financial life.
One of the rewarding parts in the process is showing you the possibilities we can create in your life, or even beyond your life — such as leaving a legacy for loved ones. This can help you stay focused on your goals. With many clients, it’s like we are planting a tree whose shade they won’t be able to enjoy for decades, but when the time comes, they’ll be so glad they planted that tree long ago. It’s a long-term commitment, but it’s worth the effort.
In my free time, I am a do-it-yourself handyman around the house. I recently remodeled our kitchen. My wife, Julie, and I have a 2-year-old daughter, McKenna, and another on the way. We enjoy traveling and spending time with family whenever possible. With a spirit of giving back, I donate time and money to local non-profits, as well as volunteer to train financial advisors within Edward Jones.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Home Improvement
- Spending Time with Family
Office Address1151 Yulupa Avenue
Santa Rosa, CA 95405
Phone NumberMark P Dunn at (707) 576-1518
|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|
- Web Conferencing
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