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portrait of Mark P Dunn
FINANCIAL ADVISOR

Mark P Dunn

CFP®, ChFC®, CEPA®, RICP®, 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

About Mark

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'm of the belief that you can never stop learning in this career or you may miss things. Due to this thinking, I am a CERTIFIED FINANCIAL PLANNER™, CFP®, certificant.

I hold the following designations through the The American College of Financial Services:
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- Retirement Income Certified Professional® (RICP®)

I hold the following designations through the College for Financial Planning:
- Accredited Wealth...

Focus Areas

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

Work History

  • Edward JonesApril 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CEPA®

    Certified Exit Planning Advisor®
  • RICP®

    Retirement Income Certified 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™

Education

  • Yale UniversityCertificate
  • Pepperdine UniversityCertificate

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

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