Visit my website!
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 Michigan Financial Companies, Mr. Dawe directs a team responsible for creating financial plans and analysis for other advisors at the firm. He completes over 500 financial plans annually and is experienced and knowledgeable in 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 homeschooled their three children, Christian, Emma & Megann