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Brad Dunajcik

Advisor

CFP®, MSA

Brad Dunajcik loves to help people find fulfillment in achieving their life goals by aiding them through their financial decisions as an Advisor at Moneta. He developed a passion for this profession by helping his friends handle their personal finances. Brad was elected to serve on the board of directors at his church, where he helps to oversee the financial well-being of his church community.

Before joining Moneta, Brad worked as a consultant and auditor. Brad gained valuable experience working with a wide variety of industries, including financial services firms. He built strong relationships with his clients through kindness, compassion, and attention to detail while learning the financial services business.

Brad earned his Bachelor of Science and Master of Science in Accounting from the University of Illinois Urbana-Champaign.

He loves to travel. His highlight trips include visits with his wife to Japan, New Zealand, and many domestic locations before having children. Now they spend lots of time playing make-believe in their basement with their two daughters. Brad also loves reading (and listening to) fantasy and science-fiction books.

  • CERTIFIED FINANCIAL PLANNER®
  • Masters in Accounting

A WEALTH OF INFORMATION

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Monthly Recap – September 2025

Monthly Recap – September 2025

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September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...

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