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Cfp® Charlie Dunn

CEO, Managing Partner at Intergy Private Wealth

  • LinkedIn

In 2021, Charlie Dunn and Mark Perrault co-founded Intergy Private Wealth, an independent registered investment adviser created to help successful individuals, families and foundations si...

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INTERGY PRIVATE WEALTH

INTERGY PRIVATE WEALTH

  • description Description
    Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP, RICP, MBA, and Charlie Dunn, CFP, RICP, whose partnership began formally in 2016. At the launch of our firm, Mark and Charlie...

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  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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Frequently Asked Questions Regarding Cfp® Charlie Dunn

Answer: Cfp® Charlie Dunn works for Intergy Private Wealth as CEO, Managing Partner

Answer: Cfp® Charlie Dunn’s role in Intergy Private Wealth is CEO, Managing Partner

Answer: Cfp® Charlie Dunn's email address is c***@gmail.com

Answer: Cfp® Charlie Dunn's business email address is c****@intergywealth.com

Answer: Cfp® Charlie Dunn’s direct phone number is (***)-***-****

Answer: Cfp® Charlie Dunn works in the industry of: Financial Services

Answer: Cfp® Charlie Dunn is the current CEO, Managing Partner at Intergy Private Wealth.... Read More

Answer: Cfp® Charlie Dunn works Intergy Private Wealth located at 13 S Tejon St, Springs, Colorado, 80903, United States

Answer: Intergy Private Wealth's CEO, Managing Partner is Cfp® Charlie Dunn

Answer: Cfp® Charlie Dunn contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@intergywealth.com

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