Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CEPA®|RICP®|CLU®|AAMS™|CRPC™|AWMA™|CRPS™ - Santa Rosa, California

Mark P Dunn is a highly qualified Financial Advisor, holding several prestigious designations such as 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™), and AWMA™ (Accredited Wealth Management Advisor™). With such an impressive list of certifications, clients can trust in Mark's expertise and knowledge in financial planning, investment strategies, and retirement planning.

Mark's office is located at 1151 Yulupa Ave, Santa Rosa, CA 95405, United States. The location is wheelchair-accessible with designated parking spaces and restrooms. Appointments are recommended to ensure that clients receive Mark's undivided attention and expert advice.

Mark's specialties include financial consulting, finance brokering, investment services, and stock brokering. He provides personalized financial solutions tailored to each client's unique needs and goals. Mark's extensive experience and education make him a valuable resource for individuals, families, and businesses seeking financial stability and growth.

The company has received excellent reviews on Google My Business, with an average rating of 5/5. Clients have praised Mark's professionalism, expertise, and ability to explain complex financial concepts in an easy-to-understand manner. Many have also appreciated Mark's patience, attentiveness, and genuine care for their financial well-being.

Mark's website, edwardjones.com, offers valuable resources and information on financial planning, investment strategies, and retirement planning. Prospective clients can learn more about Mark's background, qualifications, and services, as well as schedule an appointment to discuss their financial goals and aspirations.

Reviews of Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CEPA®|RICP®|CLU®|AAMS™|CRPC™|AWMA™|CRPS™

Jackie Crow

5/5

I cannot begin to express my appreciation to Mark. His knowledge and expertise is extremely helpful. He communicates in such a manner to make understanding easy. If I didn't understand the concept one way he just rewraps the idea in a different way until I understand. (He would make a great teacher.) His interest in me and my needs is genuine. His office and staff are very pleasant and welcoming. Absolutely a 5 star experience.

Cathy Pinder

5/5

Mark is up front, honest, and cares about doing the best for his clients! He really listens to your concerns and how you want to invest. Mark gives sound advice based on the market and your personal situation. I highly recommend using Mark as your financial advisor!

Eric Alexander

5/5

I’ve worked with Mark for a number of years. He’s great. I like that he truly cares about me and my family and is always making sure that we are going to be okay.

Jesse Hawkins

5/5