Ray Dunegan, CLTC
Local: (724) 519-7657
Toll Free: (800) 433-1828, ext. 107
Fax: (412) 798-9364
Ray has specialized in helping Pennsylvania State Education Association (PSEA) members plan their retirements. His knowledge of the Public School Employees’ Retirement System (PSERS), and how it should be integrated into the retirement planning process can work to your advantage as he works with you to plan for the retirement lifestyle you desire.
“A free ‘Retirement Sufficiency Analysis’ is one of the financial tools I offer my clients,” said Ray. “Together we analyze the ‘what if’ situations based on their financial goals, objectives and needs.
“The PSEA endorsement of Kades-Margolis as the exclusive marketer of tax-sheltered retirement planning products and services is your check and balance and assurance that I will deliver to you high-quality products and services.”
After several years working in the financial services industry, Ray teamed up with Kades-Margolis in 1997. As a Financial Advisor, he helps PSEA members plan for their investment and retirement needs.
Ray is a Registered Representative of GWN Securities, Inc., an independent registered broker-dealer. He also has earned the Certified in Long-Term Care (CLTC) designation. He is separately insurance licensed for life, health, and accident.
In his leisure time, Ray enjoys golfing and most sports and spending time with his family.