Lyn A. Dippel,  CFP<sup>&reg;</sup> - Financial Advisor

Lyn A. Dippel, CFP®

JD

Founder & CCO

Curio Wealth, LLC

721 Melvin Ave
Annapolis, MD 21401
FINANCIAL ADVISOR'S WEBSITE
(443) 808-8362

General

Lyn Dippel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Curio Wealth, LLC in Annapolis, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

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