Personal Information
Organization / Workplace
Huntersville, NC United States
Occupation
Certified Financial Planner CFP®
Industry
Finance / Banking / Insurance
Website
www.trustedfinancialinsights.com
About
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
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