Edward Jones Financial Advisor: Mark Dunn CFP CHFC CLU CEPA AWMA RICP

Call Directions Website Contact the business

Edward Jones Financial Advisor: Mark Dunn CFP CHFC CLU CEPA AWMA RICP Financial Advisor

/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4ym4zb5

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/11/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whet...
10/10/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/09/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

I've completed the education to obtain the Sports & Entertainment Accredited Wealth Management Advisor™ or SE-AWMA® cert...
10/08/2026

I've completed the education to obtain the Sports & Entertainment Accredited Wealth Management Advisor™ or SE-AWMA® certification.

Highlights include:
• Helping high-net-worth clients in sports and entertainment to capitalize on opportunities to preserve, grow and transfer wealth
• Tax-sensitive investing strategies, estate considerations for high-net-worth clients and special issues for athletes and entertainers

The Sports and Entertainment Accredited Wealth Management Advisor™, SE-AWM® and SE-AWM® logos are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Our financial advisors hold industry-leading credentials.

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/07/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/04/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
10/02/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersec...
10/01/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4ymPkzp

Address

1151 Yulupa Avenue
Santa Rosa, CA
95405

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+17075761518

Alerts

Be the first to know and let us send you an email when Edward Jones Financial Advisor: Mark Dunn CFP CHFC CLU CEPA AWMA RICP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edward Jones Financial Advisor: Mark Dunn CFP CHFC CLU CEPA AWMA RICP:

Shortcuts

Share