M Ian Dunlap Email & Phone Number

M Ian Dunlap Work

Partner

@ Pathway Advisor, LLC

Partner

@ Pathway Consulting Group

Registered Representative and Investment Advisor Representative

@ Independent Financial Group, LLC

M Ian Dunlap Education

2014 - 2019 Master of Science (MS) in Financial Planning & Taxation, Estate Planning Concentration

Golden Gate University
2011 - 2011 Personal Financial Planning Certificate Program in Personal Financial Planning

University of California, Irvine
2005 - 2007 Bachelor of Science (BS) in Business Administration - Accounting

California State University San Marcos
2004 - 2005 Associate of Arts (AA) in Administration of Justice - Law Enforcement;

Palomar Community College

M Ian Dunlap Skills

Estate PlanningStrategic Financial PlanningFinancial AdvisoryWealth ManagementFinancial PlannersInvestmentsIncome TaxSmall BusinessSecuritiesAccountingFinanceInsuranceFinancial ServicesPersonal FinanceRetirement PlanningTaxLife InsuranceFixed AnnuitiesIRAsMutual FundsInvestment AdvisoryRetirementCPACFPLong-term CareSeries 7401kInvestment ManagementFinancial AccountingTax AccountingAsset AllocationDisability InsuranceFINRALong Term Care InsuranceAlternative InvestmentsRoth IRATerm Life InsuranceInvestment StrategiesRisk ManagementVariable AnnuitiesAsset ManagementWealth Management ServicesPersonal Financial PlanningPortfolio ManagementWealthFinancial PlanningFinancial StatementsAuditingCertified Financial Planner

M Ian Dunlap Contact Information

Work email ●●●●●●●●@company.com Unlock

Personal email ●●●●●●●●@gmail.com Unlock

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What company does M Ian Dunlap work for?

M Ian Dunlap currently works at Pathway Advisor, LLC.

What industry does M Ian Dunlap work in?

M Ian Dunlap's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is M Ian Dunlap located?

M Ian Dunlap is based in or around Hayden, ID, US.

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M Ian Dunlap