Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™

5.0
5 reviews
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Business Details

1151 Yulupa Avenue, Santa Rosa, CA
95405, United States
(707) 576-1518
https://www.edwardjones.com/us-en/financial-advisor/mark-dunn
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About

Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™
1151 Yulupa Avenue, Santa Rosa, CA
95405, United States

Hours

Reviews

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  • NH
    Nicole Humber
    Sep 5, 2025
    5.0
    Mark is literally one of the kindest, knowledgeable, financially savvy person I know. I am so grateful to have him overseeing all of our 401K, IRAs, and helping me understand the stock market. He is the person you can trust wholeheartedly. I know that when it comes time to retire I am set up for success. Thank you so much Mark!
  • JC
    Jim Curoso
    May 12, 2025
    5.0
    Mark does a great job with our financial planning and investments. He is very informative and on the ball and alsways avaliable to answer the questions we have. Thanks Mark!
  • EA
    Eric Alexander
    Jul 7, 2019
    5.0
    I’ve worked with Mark for a number of years. He’s great. I like that he truly cares about me and my family and is always making sure that we are going to be okay.
  • CP
    Cathy Pinder
    Mar 4, 2019
    5.0
    Mark is up front, honest, and cares about doing the best for his clients! He really listens to your concerns and how you want to invest. Mark gives sound advice based on the market and your personal situation. I highly recommend using Mark as your financial advisor!
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Frequently Asked Questions About Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™

What services does Edward Jones - Financial Advisor Mark P Dunn provide?

Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, delivered through face-to-face consultations.

What are the regular business hours for Edward Jones - Financial Advisor Mark P Dunn?

The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Saturdays and Sundays, but appointments can be scheduled on weekends by request.