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Puritan Financial adds Dave Gurnee to wealth management team


Puritan Financial has appointed Dave Gurnee to its wealth management group.

Gurnee is a certified financial planner practioner and a chartered financial consultant.

He served several Fortune 500 companies in various capacities since graduating from The Pennsylvania State University with a Bachelor’s degree in Business Logistics.

Gurnee has twice been awarded the National Quality Award from the National Association of Insurance and Financial Advisors and has served on the local NAIFA board.

He uses his training and experience to help clients with a holistic financial planning approach with particular emphasis on retirement, estate and long term care planning.

Gurnee will be assisting clients in the Indiana area.

Puritan Financial is a provider of financial solutions for clients beginning in their peak earning years and continuing through retirement, helping them to accumulate, protect and transfer wealth.

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