Lyn Dippel Email & Phone Number
Founder, Senior Advisor and Chief Compliance Officer @ Curio Wealth
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Lyn Dippel Location
- Annapolis, MD, US
Lyn Dippel Work
- Founder, Senior Advisor and Chief Compliance Officer @ (January 2024 - Present)
- Principal and Senior Advisor @ Bay Point Wealth (July 2020 - January 2024)
- President and CEO @ (January 2013 - July 2020)
- Principal, Senior Advisor @ (July 2004 - January 2013)
- Principal and Senior Advisor @ Symphony Financial, LLC. (April 2002 - July 2004)
- Financial Planner @ (April 2000 - April 2002)
Lyn Dippel Education
- George Mason University - Antonin Scalia Law School
Juris Doctor (Law)
1989-1993 - University of Richmond
B.A. (Psychology)
1984-1988 - George Mason University - Antonin Scalia Law School
Doctor of Law - JD
Lyn Dippel Skills
- Asset Management
- Retirement Planning
- Investment Management
- Investment Strategies
- Investment Advisory
- Estate Planning
- Strategic Financial Planning
- Wealth Management
- Investments
- Financial Advisory
- Small Business
- Wealth
- Management
- Finance
- Public Speaking
- Personal Finance
- Asset Allocation
- Equities
- Fixed Income
- Financial Analysis
- Etfs
- Entrepreneurship
- Strategic Planning
- Event Planning
- Startups
- Strategic Financial
Lyn Dippel Summary
- Lyn Dippel, based in Annapolis, MD, US, is currently a Founder, Senior Advisor and Chief Compliance Officer at Curio Wealth. Lyn Dippel brings experience from previous roles at Bay Point Wealth, FAI Wealth Management and Symphony Financial, LLC.. Lyn Dippel holds a 1989 - 1993 Juris Doctor in Law @ George Mason University - Antonin Scalia Law School. With a robust skill set that includes Asset Management, Retirement Planning, Investment Management, Investment Strategies, Investment Advisory and more. Lyn Dippel has 2 emails and 1 mobile phone numbers on RocketReach.
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