Senior Vice President, IRWMG
Wealth Advisor, RJFS
As an investment professional for more than 18 years, Francis implements wealth management strategies for clients by concentrating on investment planning for high net worth families.
Francis is firmly committed to delivering 401k, Defined Benefit and Pension strategies. He listens carefully to individuals and corporate clients' goals, values, and concerns to provide goals based wealth planning upon the clients' risk tolerance, time horizon, liquidity needs and overall investment goals.
As an alumnus of Rider University with a Bachelor of Science in Marketing, Francis Dunn, is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
He is an avid wrestling fan and continues to help develop high school and college wrestlers. He was an undefeated New Jersey State Champion in High School. He was a Division I All-American at Rider University. Francis was inducted into both the Rider University Hall of Fame as well as the National Wrestling Hall of Fame. Francis is a part-time high school assistant wrestling coach at The Pingry School. Francis and his wife, Caitlin, married for more than 18 years, have 3 children. Francis and Caitlin are involved with spreading awareness for Autism and actively participate in walks with Autism Speaks.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
