Dana M. Dunn, CRPC®

I’m a lifelong resident of western Pennsylvania, and for more than 35 years I’ve dedicated my career to helping clients invest wisely, prepare for retirement, and make financial decisions that support the life they want to live. As a Chartered Retirement Planning Counselor℠ (CRPC®), I specialize in helping individuals and families navigate the many stages of retirement—from building their nest egg to creating income strategies that last. 

My approach is simple: listen first, learn what matters most, and build a plan that reflects each client’s goals and long-term priorities. Over the years, I’ve had the privilege of guiding multiple generations of families, and I take pride in offering steady, straightforward advice rooted in experience and service.

What drives me is helping people feel prepared and supported as they move through the major financial milestones in their lives.