Josip (Joe) Dunat CFP®, MBA
Joe Dunat, CFP® is a Wealth Advisor affiliated with Sturkie Wealth Management in Lexington, SC. For over 20 years, Joe has brought his unique experiences in the Financial Services industry to his clients. His goals are to help individuals, families and businesses grow and realize financial success. To achieve this, Joe believes in comprehensive planning, a well thought out strategy and ongoing personalized advice throughout life’s changes. This includes advice in the areas of retirement, investments, tax reduction strategies, insurance, asset allocation, estate planning and employee benefits.
Joe graduated Magna Cum Laude from Queens College with a Bachelor of Arts degree in Economics. He later graduated Magna Cum Laude from Fordham University with is Master’s of Business Administration (MBA), with a specialization in Finance. He currently holds his Series 7, 9 and 10 and 66 registrations through Osaic Wealth, as well as his Life Insurance license.
Joe resides in Lexington with his wife Joellen and their three children, Lucas, Adriana and Gabriella. A former player himself, Joe coached soccer in Lexington and still is actively involved in youth soccer in the Midlands. Joe is also an active member of the Knights of Columbus with his local parish.
