Michael Dunlop (CFP®)

Michael Dunlop focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Novice Investors
  • Retirement Plan Investment Advice

Planning Specialties

I retired from the Air Force in 2014 and went back to school as a non-traditional student at the University of Northern Iowa. There, I obtained a bachelor’s degree in accounting and started working in the field immediately. A few years later I developed a strong interest in investing and personal finance, which became the foundation for what was to come next. As time continued, I realized I was not only interested in personal finance and the markets, but that I was passionate about helping others achieve their financial goals. This realization catapulted me toward obtaining my CERTIFIED FINANCIAL PLANNER™ license and starting my own financial advising firm, Benchmark Financial. Although my firm is based in Cedar Falls, IA, I help individuals, families, and business owners across the country. I enjoy guiding my clients through the financial planning process as we identify their goals and create a plan to achieve them.

Additional Information

As an independent, fee-only, and fiduciary firm based in Iowa, you will be treated as our neighbor. We pride ourselves on delivering trustworthy financial guidance to individuals, families, and business owners alike. Our areas of expertise include: Personal financial services: • Investment management • Social Security & Medicare • Insurance planning • Estate preparation • College planning • Tax guidance Business financial services: • 401(k) plan administration/maintenance • 403(b) plan administration/maintenance • Simple IRA plan administration/maintenance Please visit our website at benchfn.com to learn more

NAPFA Start Date

March 31, 2017


This Office

2616 Orchard Dr Ste C1 Cedar Falls, IA 50613-5812 Phone: (319) 220-0401