Broker Check
Dolf Dunn, CPA, PFS, CFP®

Dolf Dunn, CPA, PFS, CFP®

 

Wealth Advisor

Address: 1 Kingfisher Cove, Fripp Island, SC 29920

"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®

Since 1997, Dolf has been assisting clients 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 prepare and educate his clients.

Outside of work, Dolf enjoys traveling the world with his wife, Melanie, fishing and spending time with his dogs.

Memberships:

American Institute of CPAs (1979- )

North Carolina Society of CPAs (2006- )

FPA Association (1997- )

Niche Market: couples, widows, single women, military families

Education: University of New Orleans, B.S in Accounting

Check My Background with FINRA

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 24

General Securities Principal

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 65

Uniform Investment Advisor

Held with Independent Advisor Alliance

CPA

Certified Public Accountant

 

PFS

Personal Financial Specialist*

 

CFP®

Certified Financial PlannerTM Practitioner

 

Securities Registration States

OH, NC, SC, WA

 

Insurance Registration States

NC, SC

 

 

 *PFS: A specialty credential awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who specialize in helping individuals plan all aspects of their wealth. Every three years, PFS professionals mustcomplete 60 hours of continuing professional education