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Nick J. Valenti headshot

Doug Dawe, CFP®

Director of financial planning

248-663-4792
ddawe@dunleavywealth.com






As our Director of Financial Planning, I bring 13 years of financial planning experience and 25 years in business to my position at Dunleavy Wealth Management. I work with individuals, families, and businesses to identify and realize their financial goals. With our team, I provide recommendations for retirement strategies, insurance protection planning, and wealth management, as well as business succession planning.

Education

I graduated from Colorado College in 1993 with a Bachelors of Science in Political Science.

Professional Registrations

My professional registrations include:

  • CERTIFIED FINANCIAL PLANNER™
  • Life, Accident, & Health Insurance Licensed
  • Series 7, 63 and 65

Memberships & Affiliations

I am actively involved in several organizations including:

  • Family Face Ministries, Board of Directors
  • Financial Planning Association
  • Financial Services Institute

On a Personal Note

My wife, Jennifer, and I reside in Ortonville, where we homeschooled our three children, Christian, Emma and Megann.

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