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
About David L. Dunn
If you’re a high-earning professional managing equity compensation, tax exposure, and…
Experience
Wealth Advisor
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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