David Erik Dunham
CRD# 2843997
Investment Advisor & Broker. |. CFP®, CPA, CLU®, CLTC®
Expert Investment Adviser
About David Erik Dunham
Mr. Dunham and his wife, Isabel, are proud parents of 3 children. Born in London and relocating to the USA during his teenage years, David pursued his education at Harvard Business College, where he attained a comprehensive knowledge of business. Since 2014, David has been dedicated to his career at Citi Group where he plays a vital role in assisting clients with their financial needs. Additionally, he embarked on an entrepreneurial journey by establishing his own private practice. Despite this, he remains closely connected with Citi Group, continuing to offer valuable consultation services.
Beyond his professional pursuits, David finds joy in spending quality time outdoors, making cherished memories with friends and family, and engaging in activities such as tennis and golf. He also has a passion for traveling and is an ardent supporter of sports teams like the LA Lakers
About David Erik Dunham
As a professional, my approach revolves around understanding your unique needs and objectives. To provide tailored services that align with your financial goals, I believe in establishing a strong client-advisor relationship. Before delving into the appropriate solutions for you and your family, I take the time to get to know you. Similarly, I encourage you to familiarize yourself with me, ensuring mutual comfort and trust.
My services encompass comprehensive financial planning, catering to individuals, families, and business owners alike. I specialize in developing tax-advantaged wealth accumulation strategies while addressing both short and long-term risks that may impact your cash flow. My conversations with clients are centered around creating a long-term financial game plan that encompasses investment management, risk mitigation, and tax-efficient savings.
With years of experience in the financial industry, I began my journey in financial planning with Citi in 2014. Before that, I gained valuable insights during my tenure as a consultant with Nylife Securities Inc. Currently, I am proud to work with Citi Group, where I continue to offer top-notch financial guidance and support.
My commitment is to help you achieve your financial aspirations, providing innovative solutions tailored to your unique circumstances. Together, we'll navigate the complexities of finance and work towards securing your financial future with confidence.
Certifications
CERTIFIED FINANCIAL PLANNER™ Professional The CERTIFIED FINANCIAL PLANNER™ Professional certification is one of the most recognized financial planning marks in the world. The certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
Certified in Long Term Care (CLTC) The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Certificants learn how to mitigate these consequences of developing a plan to protect their clients and their families.
Chartered Life Underwriter (CLU®) The CLU® is respected internationally as risk management's highest standard of knowledge and trust. Since 1927, The American College has awarded this designation to professionals The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Certificants learn how to mitigate these consequences of developing a plan to protect their clients and their families, who obtain the advanced education to address the insurance needs of every client they serve.
A process focused entirely on you
At David Erik Dunham, we are committed to providing you with a comprehensive and personalized approach to financial success. Through our six-step process, we strive to guide you towards a secure and prosperous financial future.