Dolf Dunn, CFP®

Wealth Advisor

Bio

"My business philosophy is based on a quote from Mark Twain. He said, 'If you always tell the truth, then you never have anything you have to remember'. My clients can always count on me to define reality as gently as possible and to be truthful. For the life you want to live ... the way you want to live it." - Dolf Dunn, CPA, PFS, CFP®

Since 1997, Dolf has been assisting clients with financial planning, estate planning, insurance and family budgeting. Through a series of planned meetings, the use of implementation and oversight teams, and through a PACT- an acronym representing the four expectations clients have of their financial advisor- Dolf works hard to prepare and educate his clients.

Outside of work, Dolf enjoys traveling the world with his wife, Melanie, fishing and spending time with his dogs.

ddunn@bbridgefin.com

704.897.0482

1 Kingfisher Cove, Fripp Island, SC 29920

Affiliations

Niche Market

Education

American Institute of CPAs (1979- )

South Carolina Society of CPAs (2018- )

FPA Association (1997- )

Couples
widows
single women
military families

University of New Orleans, B.S in Accounting

Services Include

but are not limited to

retirement income
planning

INVESTMENT
MANAGEMENT

asset
allocation

LONG-TERM
FINANCIAL PLANNING

401(K) ROLLOVER
SERVICES

Licenses & Registrations

Series 7
Series 24
Series 63
Series 65
CFP®
Securities Registration States:
Insurance Registration States:

Series 7:
General Securities Registered Representative
Held with LPL Financial

Series 24:
General Securities Principal
Held with LPL Financial

Series 63:
Uniform Securities State Agent
Held with LPL Financial

Series 65:
Uniform Investment Adviser
Held with Independent Advisor Alliance

CFP®:
CERTIFIED FINANCIAL PLANNER™ Practitioner

Securities Registration States:
OH, NC, SC, WA

Insurance Registration States:
NC, SC

General Securities Registered Representative
General Securities Principal
Uniform Securities State Agent
Uniform Investment Adivser
CERTIFIED FINANCIAL PLANNER™ Practitioner
OH, NC, SC, WA
NC, SC

Held with LPL Financial
Held with LPL Financial
Held with LPL Financial
Held with Independent Advisor Alliance

check my background with finra

Connect With Us

Advisors associated with Blackbridge Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Independent Advisor Alliance, LLC; or (2) registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC; or (3) solely investment advisor representatives of Independent Advisor Alliance, LLC and not affiliated with LPL Financial. Blackbridge Financial is an other business name for Independent Advisor Alliance, LLC. Investment advice offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 Blackbridge Financial.

Check the background of your financial professional on FINRA's BrokerCheck