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About SilverOak

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Alex Dunne, CPA, CFP®, PFS

 

Service Advisor

Alex is a Service Advisor at SilverOak Wealth Management. With over 9 years of professional experience, Alex collaborates with the other SilverOak advisors in delivering detailed and customized advice to our clients.  This includes working in the areas of investment strategy, retirement planning, tax planning, stock option planning and compensation and benefits.  

Prior to joining SilverOak in 2015, Alex held roles with a multinational Fortune 500 company and a national public accounting firm.  

Education

  • St. John's University, Minnesota - B.A. Accounting

  • Certified Public Accountant (CPA)

  • Certified Financial Planner (CFP®)

  • Personal Financial Specialist (PFS)

 

Professional Affiliations

  • Member, American Institute of Certified Public Accountants

  • Member, Minnesota Society of Certified Public Accountants

  • Member, AICPA Personal Financial Planning Section

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SilverOak Wealth Management LLC

3600 Minnesota Drive

Suite 860  

Edina, MN 55435 

Phone:  (952) 896-5700 

Email:  info@silveroakwealth.com

Check the background of this investment professional on FINRA's BrokerCheck

This website is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are filed or where an exemption or exclusion from such filing exists.  There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any "linked" web sites.

© 2024 SilverOak Wealth Management LLC.  All rights reserved.

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