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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

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

The Three Planning Arenas™ 

The Three Planning Arenas™ 

August 25, 2026

A Coordinated Approach to Personal, Business, and Estate Planning for Business Owners For many busines...

Donor Strategies for Impact 

Donor Strategies for Impact 

August 24, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that the...

Monthly Recap – July 2026

Monthly Recap – July 2026

August 12, 2026

July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

August 12, 2026

Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

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