Mac Dunstan Email
Advisor @ Private Ocean
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Mac Dunstan Location
- Seattle, WA, US
Mac Dunstan Work
- 2018 -now Advisor @
- 2006 -2017 Lead Advisor @ Lakeview Financial Group, LLC (merged with Private Ocean 12/31/17)
- 1989 -2005 Partner @ Advantage Financial Group, Inc., Seattle, WA
Mac Dunstan Education
- University of Washington 1967-1977
Mac Dunstan Skills
- Personal Financial Planning
- Investment Management
- Retirement Income Planning
- Wealth Management
- 401(k) Rollovers
- IRA Distribution Planning
- Small Business Retirement Plans
- Social Security and Employer Benefits Planning
- Charitable Gift Planning
- Estate Planning
- 401k Rollovers
- 401 Rollovers
Mac Dunstan Summary
- Mac Dunstan, based in Seattle, WA, US, is currently a Advisor at Private Ocean. Mac Dunstan brings experience from previous roles at Lakeview Financial Group, LLC (merged with Private Ocean 12/31/17) and Advantage Financial Group, Inc., Seattle, WA. Mac Dunstan holds a 1967 - 1977 University of Washington. With a robust skill set that includes Personal Financial Planning, Investment Management, Retirement Income Planning, Wealth Management, 401(k) Rollovers and more. Mac Dunstan has 2 emails on RocketReach.
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