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Dolf Dunn Wealth Management Llc Careers in Huntersville, NC

Dolf Dunn Wealth Management, LLC
  • Founded

    2009

  • No. of Employees

    1-10 employees

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About Dolf Dunn Wealth Management, LLC

At Dolf Dunn Wealth Management, LLC, we pride ourselves on a thoughtful, comprehensive approach to helping clients build their wealth and financial confidence. We are client centric, seeking to foster deep relationships while providing a high level of service. Dolf Dunn Wealth Management, based in Huntersville, North Carolina (near Charlotte), is dedicated to a comprehensive approach to helping clients and their families feel confident about their financial future. 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. Dolf holds the following credentials: CPA/PFS, CFP®, CPWA®, CDFA™ As the name behind the company, Dolf focuses heavily on integrity and transparency, and he considers the success, satisfaction, and loyalty of his clients to be the company’s true benchmark of its own success. Securities and Advis

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