Dallas Branch | Columbia Bank

Carleen Dunagan is a Senior Financial Advisor for the Willamette Valley and Central Coast Regions. Carleen focuses on advising clients through their specific financial goals by presenting them with a full financial plan and product options.

With an extensive background in insurance, Carleen’s particular area of focus is in long term care financial planning. Carleen believes in creating trusting, reliable relationships with her customers and strives to establish and maintain them through generations.

Carleen brings years of experience to her position, working in various areas including insurance, variable life, securities, and now advising. Carleen has previously volunteered at several community and volunteer organizations including Rotary, Family Building Blocks, and the Humane Society.

1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

Check the background of this investment professional on FINRA’s BrokerCheck at

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org

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