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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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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

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