Mac Dunstan Email

Advisor @ Private Ocean

5 free lookup(s).

Mac Dunstan Location

Seattle, WA, US

Mac Dunstan Work

2018 - now Advisor @ Private Ocean
View Department
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

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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.

Mac Dunstan Emails

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Others Named Mac Dunstan

Mac Dunstan

Advisor at Private Ocean

Seattle, WA, US
2
- privateocean.com
- gmail.com

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