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MICHAEL DUNHAM, CFP®
DIRECTOR OF PLANNING, FONTANA FINANCIAL PLANNING
WEALTH ADVISOR, RJFS
WEALTH ADVISOR, RJFS
Michael is passionate about helping families and individuals live their best life possible with the resources they have. He works with his clients to define financial goals and develop comprehensive plans to help them make better decisions about their financial affairs.
Michael’s goal is to bring clarity, comfort, and confidence by simplifying his client’s financial lives. As a CERTIFIED FINANCIAL PLANNER™ Certificant, he plans around all facets of your financial life in a fiduciary capacity to help ensure that every part of the plan is in sync.
Outside of the office, Michael is a member of the board of management at the Semones YMCA where he is blessed to serve the community around him. As an active member of Watermark Community Church, he serves on the Believe Team to welcome new members and leads a small group in the faith and finance ministry. Michael enjoys college football – he is a proud graduate of the University of Missouri. He and his wife Hayley enjoy traveling together, Disney has been their favorite destination so far. On the weekends you might find Michael at White Rock training to run his next marathon.
Raymond James does not provide tax or legal advice. Raymond James is not affiliated with the mentioned organizations. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Fontana Financial Planning and Dallas Wealth Advisors are not a registered broker/dealer and is independent of Raymond James Financial Services.
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The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
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