Mark Rosinski, CFP®, RICP®, CPA

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 financial advisor to dozens of 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 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 personalized, proactive guidance to retirees navigating life’s financial transitions.

Dunes Financial provides financial planning and investment management for hardworking professionals age 55+ looking to create a retirement income plan so you can:

🫸 Stop focusing on your investment accounts everyday knowing their investments have guardrails in place 

🫸 Stop second-guessing or putting your head in the sand around Social Security & Medicare decisions 

🫸 Stop feeling unsure about your annual taxes or worrying you may have a big bill every April 

🫸 Stop sifting through conflicting advice online knowing you have a personalized plan

Through implementation of: 

👉 A retirement readiness assessment & comprehensive financial plan 

👉 Balanced investment management process with income guardrails 

👉 Annual tax review and strategy

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.