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Daniel R. Dunlap, III, AIFA®
Managing Director of Retirement Plans
Location: Greensburg
724-837-1130
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Biography

Daniel “Dan” Dunlap, III is the Managing Director of Retirement Plans at BPU. He joined BPU in the firm’s Greensburg branch in August 2010 as Assistant Vice President. In 2012 Dan was promoted to Assistant Vice President and Associate Financial Planner, in 2014 he became Director of Retirement Plans, and in 2017 was promoted to Managing Director of Retirement Plans for the firm. He has also been a member of BPU’s Financial Planning Committee since 2012 and BPU’s Investment Committee since January 2015. Dan works with individuals, corporations and non-profit organizations. He takes a holistic approach to asset management, investment and financial planning. He is the recipient of the 2015 Westmoreland County Trailblazer award and was named a Five Star Wealth Manager in the Pittsburgh area in 2015.

  • Daniel Dunlap/Supplemental Brochure – ADVPart2B
  • Financial Planning Committee/Supplemental Brochure – ADVPart2B
  • Investment Committee/Supplemental Brochure – ADVPart2B

Background

  • Exclusive Agency Financial Sales Specialist and Independent Contractor, Nationwide Financial Network

Education

  • Associates in Specialized Technology of Mechanical Computer-Aided Drafting and Design

Professional

  • Accredited Investment Fiduciary ™ (AIFA®)

Licenses

  • FINRA Series 6, 7, 63, and 65
  • Life, Accident and Health Insurance for the state of Pennsylvania
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