SYM'S Dunnuck Receives Designation
July 28, 2016 at 4:25 p.m.
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These marks identify individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed an educational curriculum, and have passed the CFP® Certification Examination.
The coursework and examination cover information in the following areas: financial planning, investing, risk management, retirement planning, estate planning, and tax planning.
Dunnuck has led the wealth creation and preservation efforts for families in the Tri-City area for more than 10 years. He has a bachelor's degree in business management from Purdue University and a masters in personal financial planning from the College For Financial Planning.
SYM Financial Advisors is a fiduciary wealth management firm serving executives, private business owners, physicians, families and not-for-profit organizations from their offices located from Central Indiana to Central Michigan. SYM delivers unique, goals-based portfolio management solutions and utilizes a low-cost, transparent, investor-focused 401(k) plan for their institutional clients. SYM is a private and independent fee-based company ranking in the top 5% of fee-based firms in the country with over $650 million of client assets under management.
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These marks identify individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed an educational curriculum, and have passed the CFP® Certification Examination.
The coursework and examination cover information in the following areas: financial planning, investing, risk management, retirement planning, estate planning, and tax planning.
Dunnuck has led the wealth creation and preservation efforts for families in the Tri-City area for more than 10 years. He has a bachelor's degree in business management from Purdue University and a masters in personal financial planning from the College For Financial Planning.
SYM Financial Advisors is a fiduciary wealth management firm serving executives, private business owners, physicians, families and not-for-profit organizations from their offices located from Central Indiana to Central Michigan. SYM delivers unique, goals-based portfolio management solutions and utilizes a low-cost, transparent, investor-focused 401(k) plan for their institutional clients. SYM is a private and independent fee-based company ranking in the top 5% of fee-based firms in the country with over $650 million of client assets under management.
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