David Dunn Location
Bellevue, WA, US
David Dunn Work
- 1989 - now Wealth Advisor @ Capital Planning LLC
- 1988 - 2009 Registered Representative @ Financial Network Investment Corporation
- 1986 - 1988 Audit Staff Accountant @ PwC
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
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.