# Dunes Financial

Dunes Financial is a RIA based in Valparaiso.

## Overview

- **Organization type:** RIA
- **Headquarters:** Valparaiso
- **Assets under management:** Undisclosed
- **Website:** https://dunesfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/mark-rosinski-cpa-cfp

## Regulatory record

- **CRD number:** 334836
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334836

## About

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.

## Sectors

- People age 55+ nearing or in retirement

## People

- Mark Rosinski — CFP®, RICP®, CPA — Founder and Financial Planner
- Mark Rosinski — CFP®, RICP®, CPA, founder and financial planner of Dunes Financial

## Questions

### Who leads Dunes Financial?

No principals or leadership names are publicly associated with Dunes Financial. The firm does not maintain a public website or social media presence listing its executives.

### 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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Last updated: 2026-08-11T15:06:35.052Z

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