Courtney Dunnells

CFP®, APMA®, CDFA®

Financial Advisor

Courtney was drawn to financial advising by a genuine desire to help others feel confident and in control of their financial lives. She believes that, with thoughtful guidance, money can serve as a powerful tool to create opportunity, clarity, and long-term security.

With a natural inclination toward analysis and problem-solving, Courtney excels at translating complex financial information into clear, personalized strategies. Her approach balances analytical rigor with genuine empathy, enabling her to deliver advice that is both technically sound and closely aligned with each client’s goals and priorities.

A graduate of Bryant University with a Bachelor of Science in Finance, Courtney holds the CFP®, APMA®, and CDFA® designations, reflecting her commitment to comprehensive, thoughtful guidance.

As a Financial Advisor at City Square Wealth Management, Courtney works with motivated professionals and business owners focused on building wealth with purpose, as well as individuals preparing for or transitioning into retirement. As a Certified Divorce Financial Analyst (CDFA), she also provides specialized guidance during periods of transition, offering clarity, structure, and a forward-looking perspective.

A native of Sunapee, New Hampshire, Courtney lives by her home state’s “Live Free or Die” motto, balancing a high-energy outdoor lifestyle with a love for the arts. When she isn’t out on the trails with the Pittsburg Ridge Runners or hitting the gym, you’ll find her exploring local wineries or at her easel with a set of acrylic paints. Courtney is an avid snowmobiler and traveler, but at the end of the day, she’s happiest at home with her adorable orange cat, George, a frequent (and very popular) fixture on team Zoom calls.