Personal Information
Organização/Local de trabalho
Huntersville, NC United States
Cargo
Certified Financial Planner CFP®
Setor
Finance / Banking / Insurance
Sobre
A love of finance and people has resulted in Dolf Dunn’s impassioned 33 years of service, guidance and leadership as a public accountant, CFO and now wealth manager to individuals, families, business owners, and executives.
As the name behind the company, Dolf focuses heavily on integrity and transparency and strives to build meaningful relationships with clients. Dolf considers the success, satisfaction, and loyalty of his clients to be the company’s true benchmark of its own success.
Dolf is among the most credentialed professionals in the industry as a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNERTM (CFP®), Certified Private Wealth Advisor (CPWA™), Accredited
Marcadores
retirement
income
financial planning
investing
women
social security
retirement plan
ira
investments
401(k)
insurance
investment risk
personal finance
roth ira
taxes
retirement income
stocks and bonds
individual retirement account
health care
life insurance
family
estate planning
disability
interest rate
traditional ira
investment
trust
cost of health care
long-term care
disability benefits
finance
financial plan
government
financial professional
small business
inflation
financial services
investor
bonds
mutual fund
beneficiary designation
spouse
financial future
estate
medicare advatange
medigap
medicare
durable power of attorney
living will
inflation risk
longevity
survivor's benefit
protection planning
protection
pension
benefits
planning
contributions
employer sponsored
finances
long-term care planning
cfp
saving
unemployment
heal
lifelock
identity protection
identity theft
credit score
fradulant activity
credit report
hackers
car trade
car sell
charity
tax deduction
donation
car
dependent
fina
job loss
asset allocation
diversification
debt
mortgage
home loan
principal
adjustable rate
ammoritization
fixed rate
reti
divorce
womens health
gifting
estate taxes
gift tax
group benefits
medicine
doctor of medicine
economy
market
government shutdown
congress
roth
federal government of the united states
health insurance
women's health
estate settlement
death
executor
widow
support
advice
death certificate
life-changing event
will
part b coverage
part c coverage
part a coverage
health insurance coverage
cobra
revocable living trust
joint ownership
power of attorney
france
vacation
needs
shortfall
gap
permanent insurance
variable universal life
universal life
premiums
whole life
variable life
term life insurance
variable life insurance
universal life insurance
whole life insurance
savings
wealth
salary
female
work-life balance
limits
phase out
caregivers
money
control
american tax payers relief act of 2012
state
amt
federal
filing
brackets
irreplacable capital
wealth preservation
cpa
cdfa
wealth management
market analysis
Ver mais
- Apresentações
- Documentos
- Infográficos