“Save for yourself first, and live on what’s leftover.” That’s Lance Dunn’s top financial tip.
A perennial President’s Club member at Tri Counties Bank, his personal motto is to do what’s in the best interest of his clients. This moto permeates through Lance’s work and the relationships he builds. Nothing is more satisfying for Lance than working one-on-one with clients to help them reach their personal and business financial goals.
In his spare time, he enjoys card games, electric cars, and spending quality time with his wife and two teenage children.
Lance has been a CERTIFIED FINANCIAL PLANNER™ professional for 22 years and serves clients from Chowchilla, south to Bakersfield.
Tri Counties Advisors: 7020 Marks Ave., Fresno CA 93711
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.