904 Delaware Avenue
West St Paul,
“Having grown up the son of two teachers, I am passionate about helping people learn reliable financial strategies. I am dedicated to helping clients realize their retirement dreams.”
Rich is a veteran financial planner with more than 16 years’ experience helping families build wealth and move toward achieving their financial goals. In 2002 he started his financial planning practice in Maplewood, Minnesota, working with a large national brokerage firm.
Rich’s financial planning experience is informed by a childhood on an Illinois farm and a 15-year career educating and communicating with companies and business owners. He works to bring the best financial planning strategies to bear on the challenges facing families in the retirement red zone – the five years prior to and the 10 years after retirement.
Some of the areas that make Rich Dunn and Dunncreek Advisors different from other financial professionals are:
To achieve the CFP®, Rich had to do accomplish the following:
The AIF® designation means that Rich:
Both of these designations mean that Rich is committed to his clients’ best interests and to making sure that they do the prudent thing at the right time to reach their financial goals.
Rich holds a Bachelor of Science from the University of Illinois, Urbana-Champaign, in Agriculture Education and Communications
Professional Affiliations and Designations:
Rich has achieved the following professional designations:
Rich is an active member of his community and gives his time on a volunteer basis to:
Rich is the father of three children, Freddy (20), Peggy (17) and Miles (14). He lives with his wife Margaret in West Saint Paul, Minnesota, where he enjoys his kids sporting events, bicycling and spending time with friends.