Dan Brunette, CFP®, RICP®, CLU, CHFC, CASL, MBA
CEO & Principal
Dan Brunette graduated with a Master of Business Administration from Northwestern University and was a top-ranked agent with Northwestern Mutual for over twenty-seven years before founding Brunette & Associates, LLC. He has been assisting people with their insurance and financial planning needs for 45 years. It is a point of great pride with Dan that he has built long-standing relationships by working with clients to truly understand their goals and needs and helping them work towards their future.
Dan is securities and insurance licensed in multiple states nationwide. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds Retirement Income Certified Professional® (RICP®), Certified Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Chartered Advisor for Senior Living® (CASL®) designations. An individual who has earned the CFP® designation has met the education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards.
He is also a Life and Qualifying Member of Million Dollar Round Table (MDRT) and a Qualifying Member of “Top of the Table,” a group consisting of the top 300 life insurance underwriters in the world. The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.
Dan’s areas of specialization include 401(k)s, Simple IRAs, pension and profit sharing plans, college savings, business planning (to include Buy/Sell agreements, key-person insurance, and deferred compensation programs), long-term and disability insurance, estate and end-of-life planning, and retirement projections.
It is his life’s mission to help people in the best ways he knows how. For Dan, that means providing financial planning advice to help our clients build toward their future.
“I want to make a difference in people’s life and help them plan and prepare their life’s goals.”
In his spare time, Dan enjoys hunting in the mountains of Montana, traveling to his marina in Gulf Shores with his wife, golfing, and spending time visiting his children and grandchildren.
CA Insurance Lic # OB57600