Mark Rosinski (CFP®, CPA)

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.

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.

Dunes Financial LLC is a registered investment adviser with the State of Indiana. Registration does not imply a certain level of skill or training. Income Guardrails do not prevent loss of investment or provide guarantees. Tax outcomes cannot be guaranteed. While Mark Rosinski is a licensed CPA, he does not prepare tax returns and clients are recommended to consults their tax professional when considering tax planning strategies.