

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

Ali Criss-Kemp
CEO & CCO
Amanda Burrows
Wealth Advisor and Head of Retirement Planning
Dorothy Lewis
Founder
Jun Chea
Wealth Advisor
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
DH
Dennis Hanson
Principal
Jamison Hanson