Joe Dunat
CERTIFIED FINANCIAL PLANNER™ professional; I\'m a wealth advisor working with very successful small business owners and professionals who in today\'s environment aspire for work-optional lifestyles.
- Role
- Wealth Advisor at Sturkie Wealth Management at Sturkie Wealth Management Group
- Location
- Lexington, SC, US
- LinkedIn followers
- 500 followers
About Joe Dunat
Who We Are:Financial planners who take complex financial themes and narrow it down to actionable, common sense good advice. Please sign-up for a quick 15 minute meeting to see if we are good fit. and investment advisory services offered through Osaic Wealth, Inc. member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Experience
Wealth Advisor at Sturkie Wealth Management
Sturkie Wealth Management Group
Mar 2020 — Present · Lexington, SC, US
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. See website for additional disclosure.
Education
Fordham University
Master of Business Administration (MBA), Business Administration and Management, General
2002 — 2005
Queens College
Bachelor of Arts (B.A.), Economics
1997 — 2001
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