Mark Rosinski, CFP^®

CPA

1452 Cedar Creek Ct
Valparaiso, IN 46385

CONNECT WITH Mark

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

The only way Dunes Financial makes money is through our flat-fee. No commissions, no % of AUM, full transparency. Fees can be taken from assets we manage or credit card/ACH.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Website

General

Mark Rosinski is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at in Valparaiso, IN and the surrounding communities.

Financial Advisor Overview

Dunes Financial provides financial planning and investment management for hardworking professionals age 50+ so you can - - Stop focusing on your investment accounts everyday knowing their investments have guardrails in place - Stop second-guessing or putting your head in the sand around Social Security & Medicare decisions - Stop feeling unsure about your annual taxes or worrying you may have a big bill every April - Stop sifting through conflicting advice online knowing you have a personalized plan Through implementation of - - A retirement readiness assessment & comprehensive financial plan - Balanced investment management process with income guardrails - Annual tax review and strategy Knowing what’s important to you and making sure everything we do is in alignment with your values is my #1 goal. The firm's core values include transparency, clarity, timeliness, and a client-first approach.

Financial Advisor Experience

I earned my Mathematics degree from Purdue University and started my career in Finance, Accounting, and Process Improvement while pursuing my CPA. While studying, I kept getting pulled toward the personal side of taxes—not because it related to my job, but because I loved helping friends and family maximize their paychecks. That led me to preparing taxes nights and weekends, where I realized my real passion: guiding people through their financial lives. At my prior firm, I served as a trusted advisor to more than 150 clients and sat on the firm's investment committee. This experience deepened my expertise in Social Security, tax-efficient withdrawals, and sustainable retirement income strategies. But more importantly, it reinforced a belief: delivering truly exceptional service requires the time and space to be fully invested in each client's journey. That’s why I founded Dunes Financial—to provide highly personalized, proactive guidance to retirees navigating life’s financial transitions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Certified Public Accountant (CPA)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

The only way Dunes Financial makes money is through our flat-fee. No commissions, no % of AUM, full transparency. Fees can be taken from assets we manage or credit card/ACH.