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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

Dive into the latest insights from our expert team with our personal touch.

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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

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April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

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Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

First Quarter Investment Report – 2026

First Quarter Investment Report – 2026

April 14, 2026

Executive Summary The first quarter of 2026 was defined by a sharp shift in narrative. What began the ...

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