Ian Dunlap

Wealth Advisor

After serving five years with the U.S. Army’s 82nd Airborne Division, Ian began serving the Escondido area as a Staff Accountant in 2004. He worked extensively in the area of income tax compliance before becoming a Financial Advisor in 2007. As a Partner at Pathway Advisors he uses his expertise in both disciplines to assist individuals and small business owners in navigating the financial markets and integrating their financial needs with current tax compliance and planning concerns.

After graduating from California State University - San Marcos in 2007, he became a Certified Public Accountant (CPA) in 2009. He then went on to complete the Personal Financial Planning Certificate program from the University of California – Irvine and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2011. He is currently enrolled in the Master of Science (MS) program for Financial Planning and Taxation / Estate Planning at Golden Gate University.

Ian is married to Melissa and they have two children — Liam and Sydney. In his spare time, he enjoys outdoor activities with his wife and kids, and exploring local craft breweries and wineries.

 

ian@legacywealthmg.com