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Patrick Dunne

Wealth Manager

Patrick serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Patrick practices in the areas of retirement planning, tax planning, investment management, estate planning, risk management, and charitable planning. Patrick’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.

Patrick has over 19 years of experience in the financial services industry. Prior to joining Creative Planning, Patrick was the Chief Financial Officer and Senior Director of a national wealth management firm, where he served high net worth individuals and families.

Patrick earned a Bachelor of Science degree with a dual focus on Finance and Information Systems from the McIntire School of Commerce at the University of Virginia. Patrick is a Certified Public Account (CPA) and holds the Personal Financial Specialist (PFS) designation. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Patrick and his wife, Amy, have three sons – Sullivan, Henry and Murphy. In his spare time, Patrick enjoys playing or watching soccer, golfing, and spending time with his family.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021