Dolf Dunn, CPA, PFS, CFP®
“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™
Check the background of this investment professional
Phone: (855) 6-BRIDGE ext. 15
Email: ddunn@nullbbridgefin.com
Address:
1 Kingfisher Cove
Fripp Island, SC 29920
Dolf Dunn, CPA, PFS, CFP®
CERTIFIED FINANCIAL PLANNER (TM), Practitioner
Dolf has been assisting clients for the past 18 years 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 guide and educate his clients.
Outside of work, Dolf enjoys traveling the world with his wife, Melanie, fishing and spending time with his rescue dogs, Lexie and Sawyer.
Memberships: American Institute of CPAs [1979-], North Carolina Society of CPAs [2006-], FPA Association [1997-]
Philanthropy: Lake Norman Community Health Clinic, Board Member, 2016
Niche Market: couples, widows, single women, military families
Most Recent Travel: A 14-day Rhine river cruise starting in Basel, Switzerland ending in Amsterdam.
Education: University of New Orleans, B.S. in Accounting
Series 7
General Securities Registered Representative
Held with LPL Financial
Series 63
Uniform Securities Agent
Held with LPL Financial
Series 65
Uniform Investment Advisor
Held with Independent Advisor Alliance
Series 24
General Securities Principal
Held with Independent Advisor Alliance
CPA
Certified Public Accountant
PFS
Personal Financial Specialist*
CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner
Securities Registration States:
FL, NC, NY, OH, SC, TX, WA
Insurance Registration States:
NC, SC
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