Creator of
The Critical Mistakes Series™
For Executives
Schedule your intro Zoom meeting or phone call with
David L. Dunn, CPA/PFS, CFP®, CPWA®
The Critical Mistakes Series™
Are you making costly mistakes that could be silently devastating your retirement? Uncover the critical mistakes executives make without realizing it – and the strategies to eliminate them.
Who We Serve
Corporate Executives
Corporate Executives
Learn MoreHigh-Income Professionals and Families
High-Income Professionals
Learn MoreEntrepreneurs and Business Owners
Entrepreneurs and Business Owners
Learn MoreHow We Help Tech and Aerospace Executives
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 provide wealth management solutions designed to simplify financial complexities so clients can focus on what matters most – their career, their family, and making space to enjoy life beyond work.
