Lance Dunn, CFP®
Managing Director
Lance Dunn has been helping families and businesses achieve their financial goals since 1997, building a practice rooted in trust, independence, and a deep commitment to his clients’ long-term success. A CERTIFIED FINANCIAL PLANNER® professional, Lance specializes in preserving and growing wealth in a tax-favorable manner, bringing nearly three decades of experience to every client relationship.
Joining TSG Wealth Management was a deliberate decision, one driven as much by legacy as by opportunity. Lance’s daughter works alongside him in the practice, and finding a home at TSG means she will have the independence, resources, and continuity to carry their client relationships forward for decades to come. That combination of great partnership and true independence is what drew him to TSG, and it reflects exactly how he has always approached this work.
Lance grew up near Susanville, California, and earned his degree from California State University Fresno, where he has remained a passionate supporter of Bulldogs football and basketball ever since, holding season tickets since 1995. After college he spent a year living in England before settling in the Fresno area, where he has built both his career and his community. He is also a loyal fan of the Golden State Warriors and San Antonio Spurs.
Outside the office, Lance enjoys card and board games and a good movie. He and his wife of 25 years have two adult children and a dog named Norm. When it is time to travel, his favorite destinations are Sydney, Australia, and Switzerland, two places as different from each other as they are from the Central Valley, which is precisely the point.
CA Insurance License 0C10040. Resident State CA.