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Doug Dawe is Director of Financial Planning of Dunleavy Wealth Management, with Michigan Financial Companies, a financial services firm focused on retirement & estate planning, wealth accumulation, business planning and executive benefits for individuals and closely-held businesses.
As a financial planner with 10 years of financial industry experience and a total of 22 years of business experience, Mr. Dawe is uniquely qualified to assist individuals and businesses realize their financial goals. He provides recommendations for retirement strategies, asset allocation and wealth management, and business succession planning.
As Director of Financial Planning for Michigan Financial Companies, Mr. Dawe is responsible for creating financial plans and analyses for other advisors at the firm. He completes over 500 financial plans annually and is an accomplished practitioner of financial planning techniques.
- B.S. in Political Science, 1993
- Certified Financial Planner
- Life, Accident & Health Insurance Licensed
- Series 6
- Series 7
- Series 63
- Series 65
Memberships & Affiliations
- Board of Directors, Family Face Ministries
- Member, Financial Planning Association
- Member, Financial Services Institute
Doug resides in Ortonville with his wife, Jennifer, where they home school their three children, Christian, Emma & Megann.