Associate Wealth Advisor
John Dunn, CPA, CFP®
John has a passion for doing what’s right for his clients to help them achieve their goals. He enjoys seeing first-hand the impact of Buckingham Strategic Wealth’s work to create a comprehensive plan that can help safeguard a client’s financial future. The most rewarding part of his job is to see those goals come to fruition – be it a client’s retiring or sending a child off to college, knowing that their financial circumstances are secure.
As an associate wealth advisor, John is responsible for building and maintaining clients’ investment portfolios, developing cash-flow strategies, setting savings goals, and coordinating with CPAs and attorneys. The best part of his day is when he meets with clients to make sure their financial plan is on track.
John has worked in financial services since 2013 and joined Buckingham in 2016 after serving as an advisor at Moneta Group. He earned a bachelor’s degree in accounting from Creighton University and a master’s degree in finance from Washington University. He also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
An active member of King of Kings Lutheran Church, John also volunteers with World Pediatric Project. He lives in south St. Louis City with his wife, son, dog and two cats.