Mike Dunn Michael Dunn
Senior Wealth Advisor

Request an Appointment | Office Information

Michael Dunn is a Senior Wealth Advisor within Beacon Pointe’s Portola Valley office and is responsible for coordinating with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals. With over 30 years of experience in the financial services industry, Michael has extensive knowledge of investments, insurance, tax, estate, and retirement planning. Michael began his career at Fidelity and Schwab before transitioning to a role at Robertson Stephens for ten years. He then served as a partner at both Elijah Asset Management and eventually Dalton Greiner Hartman & Maher. Prior to Beacon Pointe, Michael was a partner at Bennicas & Associates (which joined Beacon Pointe in 2023). Michael earned his bachelor’s degree in Economics and History from the University of Massachusetts, Amherst.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Privacy Policy
You have read and agreed to our privacy policy
Required
Loading...