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Private Wealth Services & Investment Advisory | Blackbridge Financial | Dolf Dunn, CPA, PFS, CFP®
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Dolf Dunn, CPA, PFS, CFP®

Blackbridge Financial

 

“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 LPL Financial

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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