Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

MEET THE TEAM

The team behind Dunton Health & Wealth is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Gregory P. Dunton Retirement Guide

As an industry veteran, Greg Dunton continues to stand out in the financial services field for his commitment to clients in helping them achieve financial security. With more than 20 years of experience as an insurance agent, he has built a successful service-centered firm that is knowledgeable, trusted and reliable.

Greg spent 23 years in the grocery store business before retiring at 42. A year later, he volunteered to work within the SCORE program offered by the  Small Business Administration, helping clients who were having their loans foreclosed on. After a handful of years, his own Allstate agent approached him to join the industry, which he did in 1997. Two years later, he started his own independent firm to better serve clients. His goal is simple: To help people make sure they don’t run out of money before they run out of life.

Greg is insurance licensed in Arizona, California, Washington and Nevada. Additionally, he is a Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Specialist (FSS).

Away from the office, Greg can either be found on the golf course or enjoying his unofficial title as a hobby farmer. Among other animals, his little farm is home to a mini donkey, a mini mule, two Katahdin sheep, a pygmy goat, three Nubian/Nigerian dwarf goats, chickens, a rooster, a cat named Kitty and a dog named Mikey!

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Lorri Dunton Office Manager

Testimonials

Greg Dunton was my instructor for a Retirement Planning class I took through Santa Rosa Junior College. The information he provided was very pertinent as I was a recent retiree from local government and my wife was a currently employed school teacher. Greg's class was terrific, but I completed the class wanting more information about how to manage and prepare for retirement.

My wife and I had questions regarding Social Security and how best to handle a moderate sized investment portfolio. We wanted low risk and high security. We also had questions around annuities and other financial instruments. For example, we wanted to know more about the differences between fixed and variable annuities.

We invited Greg into our home for a couple of get-acquainted sessions. After the second session, we became comfortable with Greg and developed confidence in his extensive knowledge and experience. Yes, he was thoroughly professional, but not at the expense of overlooking our personal issues around retirement planning and budgeting. As to budgeting, at least 50 percent of the time and energy we expended dealt with budget issues. Greg was not afraid of hurting our feelings over saying what needed to be said. He was always objective, frank and right to the point but never judgmental. He answered all of our questions, no matter how simple or redundant. He never took more than a day to respond to a telephone or email question. Greg was very generous about dispensing printed information that could be helpful in our understanding of retirement issues.

My wife and I are very happy with Greg Dunton's recommendations and suggestions which have been implemented. We feel very secure about our retirement future. For this, we thank Greg Dunton.

Tom and Marion

This man is amazing! He provides business planning and mentoring. I just cannot speak highly enough of him. He is patient, and he is committed. He has endless resources to offer.

Aine Gerosa
Gerosa Construction, Inc.

Before I turned 65, I had so many questions that I felt I needed a professional to talk to, so I could make the correct informed choices about Medicare and all it entailed. So I called Greg, and I am so glad I did. He was available right away and was eager to sit down with my husband and me and answer all our questions. He explained things simply and thoroughly. He showed us several options that would work for us, and basically all we had to do was make a decision and sign papers. He did the rest. The BEST part is that he is still available year after year to give assistance as needed and answer any question I have. I am thrilled to have Greg Dunton working with me, and I recommend him highly.

Jackie Armstrong

Greg was great to work with. He is very knowledgeable, did his research and offered us several plans to explore. Most importantly, he explained our options in a way that was easy to understand. Greg made what could have been a confusing and frustrating experience clear and hassle-free.

Ed and Marcha Schneider

Greg goes the extra mile; he thinks of the possibilities and their different ramifications; he doesn't work one track; he doesn't veer off. He treats me like family.

Barara O’Donnell

We can't thank you enough for spending the time with us to educate us on our retirement. We have learned so much from taking your courses and spending time with you last night. Thank you so much. Feeling the warm and fuzzy. 🙂

Dale and Cristina

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