Dylan Dunlea, CFP®
Wealth Manager, Partner
Dylan serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly a decade of experience in the financial services industry, Dylan has developed an in-depth knowledge of providing comprehensive wealth management and offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he worked as a financial advisor for a large wealth management firm.
Dylan received his Bachelor of Science degree in business administration, with an emphasis in finance, from California Lutheran University. Dylan is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Dylan and his wife, Lacey, love traveling abroad to new destinations and staying active. In his spare time, you can find Dylan playing sports with friends, enjoying California’s beautiful beaches and finding new hiking trails to explore with his dog, Mochi.
Articles by Dylan Dunlea, CFP®
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