Dorothy E. Bossung, CFP<sup>&reg;</sup> - Financial Advisor

Dorothy E. Bossung, CFP®

CIMA® CPWA® RMA

Senior Director

Choreo Advisors

4182 Bay Beach Lane, Unit 772
Ft Myers Beach, FL 33931
FINANCIAL ADVISOR'S WEBSITE
(312) 339-8893

General

Dorothy Bossung is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Choreo Advisors in Ft Myers Beach, FL and the surrounding communities.

Financial Advisor Overview

It is very important to receive completely objective investment and planning advice with the highest level of client service. Every client has different needs, expectations, and constraints. Therefore, I approach each client without a preconceived recommendation. I carefully review each person's goals, objectives and timelines for achievement. This is then integrated with their personal cash flow situation which is monitored ongoing throughout the relationship. Following the plan design is the implementation and on-going investment plan. My core investment consulting services are comprised of: Documentation of objectives, Development of investment policy, Investment manager research & due diligence, Asset allocation & implementation guidance, Performance & risk monitoring, and Monthly and quarterly reporting Setting an appropriate strategic asset allocation is perhaps the most critical determinant of long-term success for any planning. There is a careful analysis of the client’s liability structure, and the client’s unique risk and return objectives reflected in every program.

More

Financial Advisor Experience

Professional experience includes over thirty years of investment and financial planning for high net worth individuals and non-profit organizations. Prior to joining Lowery she served as a Managing Director of a boutique financial services firm. This followed Ms. Bossung serving as a Director at Deloitte Tax, LLP where she led the Deloitte & Touche Investment Advisors, LLC practice in Chicagoland and the Midwest area, and chaired its national Investment Policy Committee. Before joining Deloitte, Ms. Bossung established and led the Investment Consulting Advisory practice for Arthur Andersen, LLP as a Principal within the Great Lakes Market Circle. She was also a member of Andersen’s national Investment Policy Committee. Immediately prior to her tenure at Anderson, Ms. Bossung was a Senior Manager at Ernst & Young, LLP. She established and led the Personal Financial Consulting practice, for the Detroit, Michigan and Toledo, Ohio offices. She has also served as Chairman of the Board for the Financial Planning Association (FPA) for the State of Michigan; a board member of the FPA of IL for two years; a board member of the Estate Planning Council of Metropolitan Detroit; At present, Ms. Bossung is a Director on the board of the Investments & Wealth Institute; Past Chair of the Certified Private Wealth Advisor (CPWA®) Certification Commission and a former member of the CIMA Certification Commission for the Investments & Wealth Institute. Ms. Bossung graduated from Pace University cum laude with a bachelor of business administration in accounting. Her professional credentials include the Certified Investment Management Analyst (CIMA®) designation, the Certified Private Wealth Advisor (CPWA®) designation, the Retirement Management Advisor (RMA) designation and she is also a Certified Financial Planner (CFP®) certificant. She is a member of the Chicago Finance Exchange, Investments & Wealth Institute, Chicago Estate Planning Council and Financial Planning Association. Ms. Bossung has served on and chaired numerous committees for these and other organizations. Ms. Bossung is a frequent author and instructor on the subject of investments and investment policy and is recognized as a subject matter expert by the CFP Board of Examiners and the Investments & Wealth Institute for whom she has reviewed national exams and written investment and investment management related questions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Certified Private Wealth Advisor (CPWA), Retirement Management Advisor (RMA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Life Planning, Special Needs, Women's Finances

More

Helpful Financial Planning Resources