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Mark Rosinski (CFP®, CPA)

Mark Rosinski focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

Dunes Financial, a fee-only advisory firm based in Valparaiso, Indiana, provides retirement planning and investment management for a flat fee to clients nationwide.

I earned my Mathematics degree from Purdue University and started my career in Finance, Accounting, and Process Improvement while pursuing my CPA. While studying, I kept getting pulled toward the personal side of taxes—not because it related to my job, but because I loved helping friends and family maximize their paychecks. That led me to preparing taxes nights and weekends, where I realized my real passion: guiding people through their financial lives.

At my prior firm, I served as a trusted advisor to more than 150 clients and sat on the firm's investment committee. This experience deepened my expertise in Social Security, tax-efficient withdrawals, and sustainable retirement income strategies. But more importantly, it reinforced a belief: delivering truly exceptional service requires the time and space to be fully invested in each client's journey. That’s why I founded Dunes Financial—to provide highly personalized, proactive guidance to retirees navigating life’s financial transitions.

I love solving complex financial puzzles, but even more, I love helping people align their wealth with their values. Many people dream; my goal is to help retirees confidently pursue those dreams.

NAPFA Start Date

April 19, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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