Dylan DunleaCFP®, CDFA®
Senior Wealth Advisor
As a Senior Wealth Advisor, Dylan works closely with his clients to help them both define and achieve their individual financial goals through the implementation of personalized portfolios and financial plans. As their trusted advisor and main point of contact, Dylan’s goal is to ensure all clients receive exceptional client service that will continue to adapt as their financial goals and objectives change.
Prior to joining Reilly Financial Advisors, Dylan worked as a Financial Advisor for a large wealth management firm; there, he assisted individuals and families with developing and implementing flexible goal-based financial strategies to help bring order to their lives.
Dylan received his bachelor’s degree in business administration, with an emphasis in finance, from California Lutheran University. In addition, Dylan has earned the CERTIFIED FINANCIAL PLANNER™️ certification and the CERTIFIED DIVORCE FINANCIAL ANALYST® certification as well as the FINRA Series 7 and 66 licenses.
Dylan loves traveling abroad to new destinations with his wife and staying active. When he is not working, you can find him playing sports with friends, enjoying California’s beautiful beaches, and finding new hiking trails to explore with his dog, Mochi.
Why I Do What I Do:
I am very passionate about financial planning and investment management, and it is my belief that everyone should have a financial plan in place for their future. I love being able to provide guidance and education to clients on all aspects of their financial lives, and there is no better feeling than seeing a client’s goals come to fruition.