David L. Dunn

Wealth & Tax Strategist for Equity-Rich Executives | Former PwC Auditor | Trusted by Boeing and Microsoft Managers and Executives | Equity Compensation & Retirement Planning | CEO, David Dunn Wealth

Role
Wealth Advisor at Capital Planning Llc
Location
Bellevue, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About David L. Dunn

If you’re a high-earning professional managing equity compensation, tax exposure, and…

Experience

  1. Wealth Advisor

    Capital Planning Llc

    Jan 1989 — Present · Bellevue, WA, US

    Capital Planning LLC was formerly known as Capital Planning Corporation.

Education

  • Washington State University

    Bachelor of Business Administration (B.B.A.)

  • Yale School of Management

    Certified Private Wealth Advsior®

    2025

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David L. Dunn — Wealth Advisor at Capital Planning Llc in Bellevue, WA, US | Unifers