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Doug Dawe, CFP® Thumbnail

Doug Dawe, CFP®

Doug Dawe, CFP®

Director of Financial Planning


Phone: (248) 663-4792
Email: ddawe@dunleavywealth.com

Doug Dawe is Director of Financial Planning of Dunleavy Wealth Management, with Michigan Financial Companies, a wealth management firm focused on retirement & estate planning, wealth accumulation, business planning and executive benefits for individuals and closely-held businesses.

As a Certified Financial Planner™ with 13 years of financial planning experience and a total of 25 years of business experience, Mr. Dawe is uniquely qualified to assist individuals and businesses pursue their financial goals. He provides recommendations for retirement strategies, asset allocation and wealth management and business succession planning.

As Director of Financial Planning for Dunleavy Wealth Management, Mr. Dawe is responsible for creating financial plans and economic analysis for the firm. He is experienced and knowledgeable in financial planning strategies for businesses, and for clients as they consider retirement.

Education

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

Professional Registrations

  • CERTIFIED FINANCIAL PLANNER™
  • Life, Accident & Health insurance licensed
  • FINRA Series 6, 7, 63 and 65

Memberships & Affiliations

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

On a Personal Note

Doug resides in Ortonville with his wife, Jennifer, where they homeschooled their three children, Christian, Emma & Megann.

Check the background of this firm/advisor on FINRA’s BrokerCheck.
Check the background of this firm/advisor on FINRA’s BrokerCheck.
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