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Joseph D

CFA®, Series 66

Norman, OK

XYPN Sapphire

Joseph Dunn is a CFA® charterholder and holds the Series 66 designation with 10 years of industry experience. He currently works at XYPN Sapphire and was previously with Commonwealth Financial Network for 10 years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based allocation strategy and offers both discretionary and non-discretionary portfolio management, supporting affiliated advisors through a centralized model with specialized services including a pilot digital-asset management program.

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