Robert Dunn (CFP®)
Planning SpecialtiesHigh Net Worth Planning and Investment Management, Financial Planning for Active Retirements, Lifestyle Transitions and Second Acts, Tax Planning, Investment Portfolio Reviews, Retirement Planning and Distribution Rules
Additional InformationBob Dunn lives in a world where nothing is out of reach. He believes in setting your sights high constructing definitive and ambitious goals and steadily moving toward them. Bob is, first and foremost, a family man. His desire to improve the lives of everyone around him is evident in his dedication to his family, clients, co-workers and local charities. As President and Managing Partner of Private Wealth Management Group, Bob’s conviction to excellence and integrity leaves no doubt where his clients stand in the relationship, first. Sometimes it can be difficult to pinpoint the elements that will make a person feel wealthy. Bob takes great pleasure in helping each individual discover and achieve their definition of wealth. Through empathy and humility Bob guides a process that will help determine the values that will lay the course for every plan he prepares. Prior to Private Wealth, Bob was in the hospitality business. He was fortunate to have had the opportunity to guide a dedicated team of faithful locals in turning a half vacant grocery store into a bustling, high-end, gourmet food and wine store. Through their mutual efforts the business grew 10 fold in 4 years and became a hub and destination for the Greater Princeton, New Jersey area. Bob and his wife, Stephanie, are proud parents of two boys; Bode and Ty. They all enjoy skiing, team sports and their local park. Bob stays very active in his boys’ athletic activities as head coach for multiple teams. Bob also enjoys cycling the beautiful roads of Hunterdon County, New Jersey. Bob’s professional affiliations include service on the Advisory Board for the Bank of Princeton, New Jersey and membership to the following organizations: Mercer County Estate Planning Council, The National Association of Personal Financial Advisors (NAPFA/Fee-Only Advisors) and The Financial Planning Association (FPA).
NAPFA Start Date
August 20, 2008