David L. Dunn

Background

About David L. Dunn

I advise my clients on all aspects of their wealth. Entrusting me to oversee their plan empowers my clients to prioritize their energy elsewhere so they can focus on whatever it is they do best. Due to the complexity of their wealth profiles, my clients require personalized advice. As such, my role is both active listener and educator. I contemplate their priorities, propose solutions, and build a roadmap to help achieve their goals. My three decades of experience and judgment in managing this complexity enables me to advise them on issues ranging from enhancing their portfolio, minimizing taxes, preserving wealth, and transferring wealth to the next generation or charity. I am a CPA, a Personal Financial Specialist, and a CERTIFIED FINANCIAL PLANNER® professional. Before my wealth management career, I was employed on the audit staff of PricewaterhouseCoopers (PwC). Growing and preserving wealth is dependent on the avoidance of making critical mistakes throughout your lifetime. To help my clients and the public avoid making these mistakes, I created a series of whitepapers called the 401k Critical Mistakes Series and IRA Critical Mistakes Series. PRACTICE FOCUS • Corporate Executive, Manager, Engineer Benefit Analysis • Aerospace, Technology, and E-Commerce Industries • 401k & IRA Tax Minimization Strategies • 401k Rollover Strategies • 401k Net Unrealized Appreciation (NUA) Strategies • Roth IRA Conversion Strategies • Executive Compensation Consulting • Annual/Open Enrollment Consulting • Investment Management, Portfolio Design • Stock Option Strategies • Concentrated Stock Consulting • Retirement Planning • Estate Planning and Wealth Transfer PREVIOUS ROLES OR VENTURES Prior to joining Capital Planning, I was employed on the audit staff of PricewaterhouseCoopers (PwC). PREVIOUS SPEAKING ENGAGEMENTS • Boeing Executives - Financial Planning Workshops • Boeing Leadership Network - Financial Planning Workshops • Boeing Leadership Network - Retirees • Boeing Savings Bond Drive PROFESSIONAL & COMMUNITY ACTIVITIES • Museum of Flight Legacy Advisors Network, member • American Institute of Certified Public Accounts (AICPA), member • Capital Planning Investment Policy Committee, member • Northshore Youth Soccer Association, past coach • Northshore Youth Basketball Association, past coach • Woodinville Little League Fastpitch, past coach • Boy Scouts of America, past Friends of Scouting Chairman & Merit Badge Counselor • The Bear Creek School Booster Club, past board member