SYM Financial Advisors is proud to announce that Jay Dunnuck has received the CERTIFIED FINANCIAL PLANNER designation, CFP® from the Certified Financial Planner Board of Standards.
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.
