Ian Dunlap Net Worth: From Military Service to Financial Success

pavan patil
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ian dunlap net worth

Ian Dunlap net worth in 2023 is $50 Million. He is an investor and entrepreneur born and brought up in Pennsylvania, USA. He is a co-founder of Blue Acorn Industries and the creator of Clear Simplexity, LLC. The Great Entrepreneur sold his business to Ernst & Young and made his first million dollars.

With a focus on estate planning and multigenerational wealth transfer, he helps estates, trusts and individuals navigate the financial markets and integrate their financial requirements with up to date tax compliance and planning concerns.

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Ian Dunlap Net Worth

Ian Dunlap net worth as of 2023 is $50 Million. Accountancy, finance, securities, CPA, personal finance, financial planning, income tax, estate planning, and tax planning are among his specialties.

Ian Dunlap Quick Bio

Full NameIan Dunlap
Nick NameRed Panda
Net Worth 2023$50 Million
Salary Per Month$350,000
Age in 202372 Years Old
Wife NameMelissa Dunlap
Height177cm / 5 feet 10 inches
Weight80 kg/ 176 lbs

Ian Dunlap Social Media

Ian Dunlap Educational Background.

Ian Dunlap’s educational journey reflects a commitment to excellence and a diverse range of knowledge.

He holds a Master of Science (MS) in Financial Planning & Taxation with a concentration in Estate Planning from Golden Gate University.

Additionally, Ian completed the Personal Financial Planning Certificate Program at the same institution, specializing in Personal Financial Planning.

Prior to his master’s studies, Ian earned a Bachelor of Science (BS) in Business Administration with a focus on Accounting from California State University San Marcos.

Before his university years, Ian Dunlap pursued his academic interests at Palomar Community College, where he earned an Associate of Arts (AA) degree in Administration of Justice with a focus on Law Enforcement.

He also holds an Associate of Arts (AA) in Liberal Arts and Sciences, showcasing his broad-based educational background.

Ian Dunlap: Career Journey

Ian Dunlap’s Professional Journey:

Pathway Advisor, LLC (Aug 2016 – Present):

  • Location: 613 W. Valley Pkwy, Ste. 305, Escondido, CA 92025.
  • Provides coordinated tax and investment advisory services.
  • Focus on financial, insurance, and estate planning.

Pathway Consulting Group (Nov 2011 – Present):

  • Location: 1595 S. Mission Rd., Fallbrook, CA 92028.
  • Offers income tax-related services for individuals, estates, and trusts.
  • Comprehensive financial services, including payroll, tax prep, bookkeeping.

Independent Financial Group, LLC (Jan 2012 – Feb 2020):

  • Location: 613 W. Valley Pkwy., Ste. #305, Escondido, CA 92025.
  • Former Registered Representative/Investment Advisor Representative.
  • Affiliated with Independent Financial Group, LLC (IFG).

Dunlap Wealth Management, APC (Jul 2010 – Jul 2016):

  • Location: Escondido, CA.
  • Merged with Pathway Consulting Group in November 2011.
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Genworth Financial Securities Corp (Jul 2007 – Jan 2012):

  • Location: Escondido, CA.
  • Previously affiliated with Genworth Financial Securities Corp./Genworth Financial Advisers Corp.
  • Member FINRA/SIPC and a licensed insurance agency.

Dunlap, Dunlap & Peck, CPA’s (May 2004 – Jun 2010):

  • Location: Escondido, CA.
  • Certified Public Accountant role.

US Army (Jan 1999 – May 2004):

  • Location: Ft. Bragg, NC.
  • Served as Infantry Squad Leader-82nd Airborne Division.

FAQs

How did Ian Dunlap make his money?

Red Panda Academy’s owner, Ian Dunlap, is a shareholder with one of the highest win percentages in the United States.

Is Ian Dunlap a financial advisor?

Yes, and before turning into a Financial Advisor in 2007, he spent a lot of time working in the field of income tax compliance.

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