Brenda Dunn, CFP®, LUTCF, CLTC, ChFC
Phone: (404) 941-2800
Mobile Phone: (404) 295-4423
Brenda serves as a financial coach for successful executives and professionals. Guiding her clients through a refined process, Brenda positions them towards attaining their financial goals. With clarified priorities; Brenda coordinates a personalized network of experts who contribute to design an action plan to efficiently reach the stated objectives.
Over more than 30 years of industry experience, Brenda has consistently set the highest professional and ethical standards, seeking professional training through the Certified Financial Planner™ program, becoming a Chartered Financial Consultant and most recently accepting membership in the Sudden Money® Institute (SMI), a global network of thought leaders specializing in Financial Transition Planning.
Brenda has built a successful multi-line insurance agency for Nationwide™, served in senior executive positions for leading insurance firms and co-founded a multi-lines property and casualty insurance company, National Interstate Insurance Company. Brenda joined Integras Partners at their inception in March of 2010, gaining a truly independent platform for her now comprehensive planning practice to maintain her dedication to serving her clients’ best interests.
In addition to the CFP® and ChFC designations, Brenda is a Life Underwriter Training Council Fellow (LUTCF) and holds Certification in Long Term Care Insurance (CLTC).
A native of Harare, Zimbabwe (formerly Salisbury, Rhodesia), Brenda earned a Bachelor of Business Science Degree with Honors, from the University of Cape Town, South Africa. She attained U.S. citizenship in 1986 and has been a resident of Georgia since 1991, living in in Atlanta with her husband Dave and son Jason. The family enjoys traveling including annual trips to visit family in Australia.