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Shane Dunican

Advisor

CFP®, EA

As an Advisor for the Moneta Advisory Services Team, Shane Dunican enjoys supporting advisors in creating a better future for clients while empowering them to reach their goals.

Prior to joining the Moneta Advisory Services team, Shane earned a BSBA in Business Economics from the Eller School of Management at the University of Arizona. He also completed a minor in Personal and Family Financial Planning as one of the University’s first students to take courses in this subject.

Shane grew up in the San Francisco Bay Area, but now resides in Denver. Outside of work, he enjoys spending time with family and friends and getting outdoors to explore the Rockies. You can find him running, skiing, mountain biking or enjoying everything else that Colorado has to offer.

  • CERTIFIED FINANCIAL PLANNER®

A WEALTH OF INFORMATION

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Monthly Recap – December 2025

Monthly Recap – December 2025

January 8, 2026

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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