David Dunn Email & Phone Number

Wealth Advisor @ Capital Planning LLC

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David Dunn Location

Bellevue, WA, US

David Dunn Work

1989 - now Wealth Advisor @ Capital Planning LLC
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1988 - 2009 Registered Representative @ Financial Network Investment Corporation
1986 - 1988 Audit Staff Accountant @ PwC
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David Dunn Education

Yale School of Management
Certified Private Wealth Advsior®
2025
Washington State University
Bachelor of Business Administration (B.B.A.) (Accounting)

David Dunn Skills

Financial Planning
Retirement Planning
Investments

Wealth Management
Estate Planning
Asset Allocation
Executive Compensation Planning
Employee Stock Options
Concentrated Stock Management
Retirement Calculator

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David Dunn Summary

David Dunn, based in Bellevue, WA, US, is currently a Wealth Advisor at Capital Planning LLC. David Dunn brings experience from previous roles at Financial Network Investment Corporation and PwC. David Dunn holds a Certified Private Wealth Advsior® @ Yale School of Management. With a robust skill set that includes Financial Planning, Retirement Planning, Investments, Wealth Management, Estate Planning and more. David Dunn has 2 emails on RocketReach.

David Dunn Emails

Found 2 emails

David Dunn Phone Numbers

Found 1 phone numbers

425643XXXX

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Top Capital Planning LLC Employees

Michael Miller

CEO at Capital Planning LLC

Bellevue, WA, US
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James Kelley

President and COO at Capital Planning LLC

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