David Dunn

With more than 25 years of experience in financial planning and investment management, Dave Dunn has the accumulated knowledge and perspective to help you attain your financial goals. He understands the dynamics of wealth, how to balance the complex forces at work and adapts intelligently as conditions change.

As your investment needs evolve, so will your risk tolerance and vision for the future. Dave will be with you every step of the way, offering sound advice and customized financial solutions.

Dave creates long-term meaningful relationships with a select group of clients, providing personalized financial planning advice while utilizing some of the industry’s most comprehensive resources. This customized approach takes into account your investing experience, expectations for returns, risk tolerance, and portfolio performance.

Based on your goals, as well as in-depth analysis of the current financial markets, a customized investment portfolio will be generated solely with your best interest in mind. Once comfortable with the comprehensive plan, it will be implemented and we will review its progress relative to your defined objectives and suggest any changes where needed.

Dave began his career in financial services in 1996, working for the last sixteen years at Oppenheimer. At Raymond James, he provides financial planning and implementation through the use of equities, fixed income securities, managed money, 529 education savings plans and more.

A native of San Rafael, California Dave now resides in Danville, California. Away from the office, Dave enjoys coaching youth sports, traveling and spending time with his wife and five children.