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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 – December 2025

Monthly Recap – December 2025

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December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

January 6, 2026

by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

Is your business worth what you think it is? Understanding business value drivers

Is your business worth what you think it is? Understanding business value drivers

January 5, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...

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 ...

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