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Michael Dunham, CFP®

Michael Dunham, CFP®

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location of Michael Dunham, CFP®United States

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  • Timeline

  • About me

    Director of Planning, Fontana Financial Planning

  • Education

    • University of Missouri Trulaske College of Business

      2009 - 2013
      Bachelor's Degree

      Graduated with Cum Laude honors

  • Experience

    • Fidelity Investments

      Feb 2015 - Aug 2018

      • Fixed Income Specialist

        May 2018 - Aug 2018

      • Retirement Solutions Respresentative

        Dec 2016 - May 2018

      • High Net Worth Service Associate II

        Feb 2016 - Dec 2016

      • High Net Worth Service Associate

        Aug 2015 - Feb 2016

      • Financial Representative

        Feb 2015 - Aug 2015

    • Merrill Lynch

      Aug 2018 - Dec 2020
      Financial Advisor

    • Fontana Financial Planning

      Dec 2020 - now
      Director of Planning

      Wealth Advisor, RJFSSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Fontana Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc..

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board
      Apr 2018

  • Volunteer Experience

    • Board of Management - Semones YMCA

      Issued by YMCA of Metropolitan Dallas
      YMCA of Metropolitan DallasAssociated with Michael Dunham, CFP®