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Dunes Financial
Dunes Financial is a fee-only advisory firm based in Valparaiso, Indiana, that provides retirement planning and investment management for a flat fee to...
Overview
Dunes Financial is a fee-only advisory firm based in Valparaiso, Indiana, that provides retirement planning and investment management for a flat fee to clients nationwide. It helps people age 55+ create clarity and peace of mind around retirement income, including Social Security, Medicare, investment management, and tax-efficient retirement income. The firm is led by founder and financial planner Mark Rosinski, CFP®, RICP®, CPA.
General information
Firm type
RIA
Location
City
Valparaiso
Principals
Mark Rosinski
CFP®, RICP®, CPA — Founder and Financial Planner
Mark Rosinski
CFP®, RICP®, CPA, founder and financial planner of Dunes Financial
Sector focus
Frequently asked questions
What is Dunes Financial's investment strategy?
Dunes Financial's investment strategy is not disclosed in public records. There are no verifiable reports of its asset-class focus, stage preferences, or deal activity.
Where is Dunes Financial headquartered?
The firm's headquarters location is not publicly confirmed. No address is listed on its corporate filings or external sources.
What is the AUM of Dunes Financial?
Dunes Financial does not publicly disclose its assets under management. No third-party estimates are available.
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