Michael Dunlop, CFP® Benchmark FInancial

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About Michael Dunlop, CFP®

I retired from the Air Force in 2014 and went back to school as a non-traditional student at the University of Northern Iowa. There, I obtained a bachelor’s degree in accounting and started working in the field immediately. A few years later I developed a strong interest in investing and personal finance, which became the foundation for what was to come next.

As time continued, I realized I was not only interested in personal finance and the markets, but that I was passionate about helping others achieve their financial goals. This realization catapulted me toward obtaining my CERTIFIED FINANCIAL PLANNER™ license and starting my own financial advising firm, Benchmark Financial.

Although my firm is based in Cedar Falls, IA, I help individuals, families, and business owners across the country. I enjoy guiding my clients through the financial planning process as we identify their goals and create a plan to achieve them.

Read Michael’s blog here: https://www.benchfn.com/articles

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Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Hourly Fee: $150+/hr
  • Assets Under Management: 0.85%

SEC Records

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