Janice M. Dunn, CFP^®

Certified Financial Planner

Robert W. Baird & Co.

360 Sierra College Dr, Suite 200
Grass Valley, CA 95945

FINANCIAL ADVISOR'S WEBSITE

http://www.bairdfinancialadvisor.com/theleedunngroup

(888) 792-9244

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Janice Dunn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Robert W. Baird & Co. in Grass Valley, CA and the surrounding communities.

Financial Advisor Overview

Specialized Women-focused Practice. Retirement, Divorce, Inheritance, Education, Estate and Legacy Planning. Real Estate, Trusts, Charitable Giving, Family Limited Partnerships & Women-operated business specialty. Comprehensive Financial Planning w/Concierge Services including Strategic Planning, Cash Flow Analysis, Investment Portfolio Management & Tax Planning, Risk Management/Insurance, and Special Projects. We assist you to preserve and pass on wealth, lower taxes, pay off debt, increase savings and plan for retirement. We bring organization, accountability, objectivity, proactivity, education and partnership to the table.

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances