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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

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