Dolf specializes in helping financially successful people achieve their most important goals that are aligned with their most deeply held values. He has been in the financial services industry for 17 years and accepts new clients by referral only.
Dolf and his Team work hard to help clients actualize the life they want to live…the way they want to live it.
Dolf makes a PACT with his clients. PACT is an acronym that stands for the four expectations affluent clients have of their financial advisor.
The "P" in PACT stands for Protection. Clients value an advisor who is able and willing to protect their assets.
The "A" stands for Attention. Clients value an advisor who pays close attention to all aspects of their financial affairs.
The "C" stands for Coordination. Clients value an advisor who ensures that all recommendations are well-coordinated and well-aligned under a single overarching financial strategy.
The "T" stands for Transparency. Clients value an advisor who actively looks for potential conflicts of interest and discloses each one
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Dolf Dunn Wealth Management, LLC are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to website section above.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am registered to do business, please visit www.dolfdunn.com.
Specialties: Comprehensive Financial Services