As CEO and Founder of David Dunn Wealth, David leads the firm’s strategic vision, ensuring that clients receive personalized, expert guidance in managing their financial lives. In addition to his role as a wealth advisor, he serves as Chief Investment Strategist for David Dunn Wealth. David’s ...
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As CEO and Founder of David Dunn Wealth, David leads the firm’s strategic vision, ensuring that clients receive personalized, expert guidance in managing their financial lives. In addition to his role as a wealth advisor, he serves as Chief Investment Strategist for David Dunn Wealth. David’s mission is to help executives avoid critical mistakes with complex compensation packages so they can focus on what matters most: their careers, their families, and life beyond work.
With three decades of experience advising high-net-worth individuals, David specializes in equity compensation planning, tax strategy, and retirement optimization for executives at major technology and aerospace companies.
David holds multiple professional designations, including CPA, Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER® professional, and Certified Private Wealth Advisor® professional. Prior to founding David Dunn Wealth, he held the role of wealth advisor at Capital Planning LLC, where he focused on offering wealth management services for high net worth clients.
Prior to joining Capital Planning, David served on the audit staff of PricewaterhouseCoopers (PwC). In this role, he worked closely with prominent corporations, providing audit services that strengthened financial transparency and strategic decision-making. His experience at PwC enhanced his expertise in financial matters, laying a strong foundation for his career in wealth management.
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