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
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