Dawn Doebler is an experienced portfolio and wealth manager. She holds a BA in Financial Planning and Economics and an MBA in Finance and Accounting from the University of Maryland along with Certified Public Accountant and Certified Financial Planner designations.
Dawn is uniquely qualified to address the complex issues resulting from today’s volatile markets. Her extensive knowledge base comes from 15+ years of experience, including management level positions in wealth management, financial consulting, small business development, and multi-national financial systems consulting. Dawn specializes in working with professional women and their families to provide custom wealth management solutions. Her clients include corporate executives, entrepreneurs, affluent families, and newly wealthy individuals. As a Certified Public Accountant, she integrates tax-saving strategies for retirement planning, portfolio management, estate minimization techniques, and charitable giving.
– R2 – Rules of Retirement
– The New Middle Age Spread (Techniques for women with mature husbands)
– The Second Time Around (Tools for finances of a second marriage)
– The Passive Path to Profits
– Five Tax Tips for Financial Fitness
– Creating Your Own “Big Give”
I conduct one on one consultations for women nationwide and wealth management seminars for groups in the greater DC area. My passion is empowering women with the techniques and mindset for achieving true financial independence. With a diverse set of personal and professional experiences, I speak to the broad range of financial issues faced by today’s women.
My seminars and approach blend the process of identifying ones own wealth goals with universal and sound investment fundamentals.
“I registered for your seminar because of recent good fortune from my stock options. Now I know what steps to take to secure my financial future.”
~ Nicole D.
“Dawn’s seminar and my follow-up meeting gave me the confidence I needed after my recent divorce. I know my children and I will benefit for years to come because of her help at this difficult time.”
~ Suzanne S.
“Thank you for your talk today. You opened my eyes to the risks in my current financial situation. I look forward to implementing your tips for correcting the costly errors I’ve made along the way. ”
~ Kathleen H.
“I’ve always worried about the impact of my husband’s older age on my financial future. Thanks to you, I now have the tools to protect my wealth.
“Dawn’s input on how to structure my small company’s retirement plan was invaluable. I’m confident that my retirement will be more fulfilling because of her input.