Derek Dunn

  • Financial Planner
  • Investment Advisor Representative

As a Financial Planner, Derek services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Derek can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.

Qualifications

  • Licensed to sell Life, Accident, and Health Insurance
  • Holds the Series 7 Securities License

Personal

  • Graduated from Fairfield University with a Bachelor’s of Science in Finance
  • Currently resides in Madison, Connecticut
  • Works out of Guilford, CT on the planning team of Barnum Capital Management
  • In his spare time, he enjoys sports, music, hiking, and exercising

 

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck