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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.

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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