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I’m Michael Dunn, an experienced financial professional based in San Clemente, California. With an Executive MBA from the University of Colorado and a Bachelor of Arts in Business Management from Webster University, I bring a strong educational background to my work. Currently, I serve as the Director of Wealth Solutions at BakerAvenue Wealth Management, where I connect with clients to tailor financial strategies that meet their unique needs. My previous roles include Vice President at U.S. Bancorp Investments and Senior Director of Sales at SnapRoute, where I excelled in leadership and sales growth. I am skilled in financial advisory, retirement planning, and portfolio management, and I pride myself on being a great motivator and collaborative problem solver. Fluent in English, I am passionate about helping clients achieve their financial goals through informed investment strategies.
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Industry Focus. “Financial Services”
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