Dieter  Bollmann,  CFP<sup>&reg;</sup> - Financial Advisor

Dieter Bollmann, CFP®

Managing Partner

Dundas Wealth Management, LLC

1920 Maxwell House Dr
Sedona, AZ 86336-3356
FINANCIAL ADVISOR'S WEBSITE
(480) 608-1499 CONNECT WITH Dieter
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General

Dieter Bollmann is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dundas Wealth Management, LLC in Sedona, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AZ, CA
  • Health/disability insurance: AZ, CA

Broker-Dealer Affiliation

United Planners Financial Services of America

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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