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Locality: Santa Rosa, California

Phone: +1 707-576-1518



Address: 1151 Yulupa Ave 95405 Santa Rosa, CA, US

Website: www.edwardjones.com/en_US/fa/index.html&CIRN=437682

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Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 26.04.2021

How much money should you use from your investments to spend in retirement? We believe there’s a starting point to consider. Let's chat and learn your financial behavior to make a decision that suits you. [EDJ2021]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 20.04.2021

Retiring well is about more than just a number. And while it’s important to make sure you are financially prepared, many pre-retirees have a retirement planning need that goes largely unaddressed. Let's discuss your retirement vision. [EDJ2021]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 18.04.2021

Wanting to have a conversation with me, but not sure how to get started?

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 11.04.2021

Life wasn't predictable when you were working full time. That doesn't change in retirement. That's why we believe withdrawal rates (or how much you take from your investments each year) should be modest. [EDJ2021]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 24.03.2021

If you’re ready to evolve your spending habits for a better 2021, here are some tools for smarter budgeting. [EDJ2021]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 16.03.2021

The pandemic has had a big impact on families that need caregivers. Many have graciously taken on this role to support their parents and other family members. If you are one of these inspiring people, read how to balance this job and take time for yourself. [EDJ2021]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 18.02.2021

Make sure you’re signed up for Online Access to pull everything you need easily.

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 13.02.2021

What’s new for the 2020 tax season? [EDJ2021]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 27.01.2021

April 15 is the big deadline during tax season, but other deadlines are also worth noting. [EDJ2021]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 17.01.2021

COVID-19 threw a curveball into so many of our plans. Here's what our recent survey said about how the financial pictures of Americans are faring, as well as tips to increase financial resilience. [EDJ2021]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 02.01.2021

Worried about how COVID-19 might affect your retirement plans? Let’s schedule a meeting and review your plan, together. [EDJ2021]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 30.12.2020

Let's discuss some options. [EDJ2021]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 03.11.2020

If your retirement is less than 10 years away, use this checklist as a starting point for your preparations. [EDJ2020]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 29.10.2020

Take a look at our perspective on market and economic topics, then let's talk so we can help you make decisions affecting your long-term financial strategy. [EDJ2020]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 23.10.2020

If your net worth is completely tied up in the business and you’ve put little or nothing aside in a retirement account you could face some challenges. [EDJ2020]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 07.10.2020

October is National Retirement Security Month. Consider these questions, then let's work together to develop a strategy for this new chapter of life. [EDJ2020]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 30.09.2020

How do we make a positive impact for our clients, communities and one another? It's all detailed in our latest corporate citizenship report.

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 18.09.2020

I’m a great believer in luck, and I find the harder I work, the more I have of it. ~ Thomas Jefferson, former President of the United States [EDJ2020]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 15.09.2020

Three broad, lasting changes that could result from the pandemic

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 08.09.2020

In this webinar, join Edward Jones Investment Strategists Craig Fehr and Nela Richardson who will discuss our investing advice in an election year marked by unique economic and social challenges.

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 05.09.2020

Special Webinar Event Regarding The Election! As elections near, join us for a webinar via Zoom with Jennifer Foster from Blackrock. Presenting the Student of the Market: Election Year Special, a discussion of: The impact presidential parties have on stock performance How markets react to divided governments The best and worst periods of market seasonality in election years... Pre-Election 10/13/20 @ 1pm. I will hold a separate webinar after the elections as well Webinar will be held on Zoom. Click below to join. https://edwardjones.zoom.us/j/95416599573 To join by one-tap mobile or phone, call 1 669 900 6833. You will need the following meeting ID and password: Meeting ID: 954 1659 9573 Password: 045861

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 29.08.2020

Wondering what your options are? Let's take a look. [EDJ2020]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 11.08.2020

Wanting to have a conversation with me, but not sure how to get started? [EDJ2020]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 24.07.2020

I start by asking what's important to you and then I listen. [EDJ2020]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 16.07.2020

Is your business protected if something were to happen to you? [EDJ2020]

Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS 03.07.2020

Analyst Nela Richardson explains why election volatility is likely to be short-lived. [EDJ2020]