Shane Dunican, Cfp®, Ea
AeroLeads people directory · profile

Shane Dunican, Cfp®, Ea Email & Phone Number

Financial Advisor at Moneta
Location: Denver, Colorado, United States 4 work roles 2 schools
1 work email found @monetagroup.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@monetagroup.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Moneta
Role
Financial Advisor
Location
Denver, Colorado, United States
Company size
605 employees

Who is Shane Dunican, Cfp®, Ea? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Shane Dunican, Cfp®, Ea is listed as Financial Advisor at Moneta, a with 605 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at monetagroup.com and a matched LinkedIn profile for Shane Dunican, Cfp®, Ea.

Shane Dunican, Cfp®, Ea previously worked as Senior Client Service Manager at Moneta and Client Service Manager at Moneta Group. Shane Dunican, Cfp®, Ea holds Bsba, Business Economics from University Of Arizona - Eller College Of Management.

Company email context

Email format at Moneta

This section adds company-level context without repeating Shane Dunican, Cfp®, Ea's masked contact details.

*@monetagroup.com
71% confidence

AeroLeads found 1 current-domain work email signal for Shane Dunican, Cfp®, Ea. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Shane Dunican, Cfp®, Ea

Senior Client Service Manager at Moneta, an independent, fee-only registered investment advisor. Moneta provides full service support in tax and financial planning (including business planning, estate planning, cash flow planning, investment management, risk management, retirement planning and more).

Listed skills include Microsoft Excel, Customer Service, Financial Literacy Training, Public Speaking, and 17 others.

Current workplace

Shane Dunican, Cfp®, Ea's current company

Company context helps verify the profile and gives searchers a useful next step.

Moneta
Moneta
Financial Advisor
Denver, CO, US
Website
monetagroup.com
Employees
605
AeroLeads page
Company profile
View company profile Email format
4 roles

Shane Dunican, Cfp®, Ea work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Moneta

Denver, Co, Us

Senior Client Service Manager

Current
Moneta

Denver, Colorado, United States

Aug 2022 - Present

Client Service Manager

Moneta Group

Denver, Colorado, United States

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to its clients that only an independent company can offer. The firm was ranked among the nation’s Top 10 independent RIAs by Barron’s for its combination of quality and scale in 2018, 2019 and 2020. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. They help clients secure their current financial wealth and plan for the future they imagine by developing earning, spending, saving and tax strategies to support that vision; then they take care of the detailed work to implement the plan for them.

Aug 2020 - Aug 2022

Raskob Kambourian

Raskob Kambourian Financial Advisors, Ltd

Raskob Kambourian is a fee only financial planner and tax preparer. They serve individuals, small businesses, and institutional clients.

Jun 2018 - May 2020
Team & coworkers

Colleagues at Moneta

Other employees you can reach at monetagroup.com. View company contacts for 605 employees →

CM Chris Michalak Chris Michalak Colleague at MonetaSt Louis, Missouri, United States View → SV Sierra Vinyard Sierra Vinyard Colleague at MonetaEdwardsville, Illinois, United States View → LM Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm Colleague at MonetaDenver, Colorado, United States View → KW Kelly Williams Kelly Williams Colleague at MonetaBallwin, Missouri, United States View → RK Rafe Kinder Rafe Kinder Colleague at MonetaDenver Metropolitan Area, United States View → KH Katie Harrell, Fpqp™ Katie Harrell, Fpqp™ Colleague at MonetaSt Louis, Missouri, United States View → LL Lisa Lockett Lisa Lockett Colleague at MonetaContact Info, United States View → LP Lisa Patton Lisa Patton Colleague at MonetaSt Louis, Missouri, United States View → DR Debbie Reimer Debbie Reimer Colleague at MonetaSt Louis, Missouri, United States View → SD Samriti Dhingra Samriti Dhingra Colleague at MonetaPhoenix, Arizona, United States View →
2 education records

Shane Dunican, Cfp®, Ea education

Bsba, Business Economics

University Of Arizona - Eller College Of Management

Bsba, Finance, General

University Of Arizona

Activities and Societies: BSBA with an emphasis in Business Economics Minor in Personal and Family Financial Planning

FAQ

Frequently asked questions about Shane Dunican, Cfp®, Ea

Quick answers generated from the profile data available on this page.

What company does Shane Dunican, Cfp®, Ea work for?

Shane Dunican, Cfp®, Ea works for Moneta.

What is Shane Dunican, Cfp®, Ea's role at Moneta?

Shane Dunican, Cfp®, Ea is listed as Financial Advisor at Moneta.

What is Shane Dunican, Cfp®, Ea's email address?

AeroLeads has found 1 work email signal at @monetagroup.com for Shane Dunican, Cfp®, Ea at Moneta.

Where is Shane Dunican, Cfp®, Ea based?

Shane Dunican, Cfp®, Ea is based in Denver, Colorado, United States while working with Moneta.

What companies has Shane Dunican, Cfp®, Ea worked for?

Shane Dunican, Cfp®, Ea has worked for Moneta, Moneta Group, and Raskob Kambourian Financial Advisors, Ltd.

Who are Shane Dunican, Cfp®, Ea's colleagues at Moneta?

Shane Dunican, Cfp®, Ea's colleagues at Moneta include Chris Michalak, Sierra Vinyard, Lynn M. Dunston, Cfp®, Ea, Aep®, Cap®, Mdiv, Thm, Kelly Williams, and Rafe Kinder.

How can I contact Shane Dunican, Cfp®, Ea?

You can use AeroLeads to view verified contact signals for Shane Dunican, Cfp®, Ea at Moneta, including work email, phone, and LinkedIn data when available.

What schools did Shane Dunican, Cfp®, Ea attend?

Shane Dunican, Cfp®, Ea holds Bsba, Business Economics from University Of Arizona - Eller College Of Management.

What skills is Shane Dunican, Cfp®, Ea known for?

Shane Dunican, Cfp®, Ea is listed with skills including Microsoft Excel, Customer Service, Financial Literacy Training, Public Speaking, Time Management, Teamwork, Leadership, and Microsoft Office.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.