Daniel T. Dollinger,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel T. Dollinger, CFP®

CPA,

President

Dollinger Management, Inc.

187 High St SE
Salem, OR 97301
FINANCIAL ADVISOR'S WEBSITE
(503) 363-1550 CONNECT WITH Daniel
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General

Daniel Dollinger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dollinger Management, Inc. in Salem, OR and the surrounding communities.

Financial Advisor Overview

As a financial planner, I am strictly fee-only. I manage investment portfolios based on client needs, ability to handle risk, and tax considerations. As a CPA, I complete 450 tax returns per year and 35 financial statements per month.

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Financial Advisor Experience

I am a CFP with over 19 years of experience.  I am a CPA with over 29 years of experience.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

I custody all my accounts with Charles Schwab.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes

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Helpful Financial Planning Resources