

Mike Dunbar
Principal
Financial Insights
United States, Washington, Tacoma
About Me
Mike has served his Financial Planning clients since 1982. Mike enjoys working with individuals, corporate executives and business owners focusing on investment, wealth management and financial planning issues. Mike believes strongly in the “Fiduciary Standard” in all areas of financial planning. That standard requires a Certified Financial Planner to always put the needs of the client first. Mike has been married for 40 years to Liz Begert Dunbar, retired Deputy Secretary, Department of Social and Health Services for the State of Washington, and retired Executive Director of Tacoma Community House. Mike has two grown children and has lived in the Tacoma area since 1977.
Profile Information
Principal
Financial Insights
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Tacoma
Washington
United States
May 15, 2024
More profiles to browse
DM
Daniel McCaffrey
Senior Portfolio Manager
Amanda Burrows
Wealth Advisor and Head of Retirement Planning
JW
John Walsh
Wealth Advisor
Jun Chea
Wealth Advisor
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Dennis Hanson
Principal
Jamison Hanson
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)