Lyn A. Dippel, Jd, Cfp® Email & Phone Number
@baypointwealth.com
5 phones found area 410
LinkedIn matched
Who is Lyn A. Dippel, Jd, Cfp®? Overview
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Lyn A. Dippel, Jd, Cfp® is listed as Founder, Senior Advisor and Chief Compliance Officer at Curio Wealth, a company with 11 employees, based in Annapolis, Maryland, United States. AeroLeads shows a work email signal at baypointwealth.com, phone signal with area code 410, and a matched LinkedIn profile for Lyn A. Dippel, Jd, Cfp®.
Lyn A. Dippel, Jd, Cfp® previously worked as Principal and COO at Curio Wealth and Principal and Senior Advisor - at Bay Point Wealth. Lyn A. Dippel, Jd, Cfp® holds Juris Doctor, Law from George Mason University - Antonin Scalia Law School.
Email format at Curio Wealth
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AeroLeads found 1 current-domain work email signal for Lyn A. Dippel, Jd, Cfp®. Compare company email patterns before reaching out.
About Lyn A. Dippel, Jd, Cfp®
Lyn Dippel is a Principal and COO at Bay Point Wealth. As an Advisor, she developed her niche working with women as they negotiate life transitions such as the loss of a spouse, divorce, career moves, selling a business, or retirement. She is skilled at listening carefully to ensure she provides guidance consistent with her client's values, helping to turn their challenges and fears into confidence and positive outcomes.In her role as Chief Operating Officer, Lyn oversees the day-to-day administrative and operational functions at Bay Point Wealth and is responsible for ensuring that all corporate processes and procedures comply with the law. Lyn holds a law degree from George Mason University School of Law and a bachelor of arts from the University of Richmond. She also holds the prestigious Certified Financial Planner® certification and is an active member of the Financial Planning Association of Maryland, NAPFA and the National Estate Planning Council. Lyn believes strongly in giving back to the community. She has been a member of the General Assembly Compensation Commission since 2018 and she also serves as a Board Member for Samaritan House in Annapolis helping men on their journey to an addiction-free life. In the past, she has volunteered as a mentor with Executive Alliance whose mission is to accelerate the success and leadership of accomplished women by expanding their impact and influence through advocacy, education, and mentorship. Lyn loves to be outdoors and in her off-work hours, you will often find her hiking, boating, and building permaculture landscapes. Lyn lives in Annapolis, Maryland, and works out of Bay Point Wealth’s Annapolis office.
Listed skills include Asset Management, Retirement Planning, Investment Management, Investment Strategies, and 17 others.
Lyn A. Dippel, Jd, Cfp®'s current company
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Lyn A. Dippel, Jd, Cfp® work experience
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Principal And Coo
Current
Principal And Senior Advisor
President & Ceo
Principal, Senior Advisor
Principal And Senior Advisor
Financial Planner
Lyn A. Dippel, Jd, Cfp® education
Juris Doctor, Law
B.A., Psychology
Doctor Of Law - Jd
Doctor Of Law - Jd
Frequently asked questions about Lyn A. Dippel, Jd, Cfp®
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What company does Lyn A. Dippel, Jd, Cfp® work for?
Lyn A. Dippel, Jd, Cfp® works for Curio Wealth.
What is Lyn A. Dippel, Jd, Cfp®'s role at Curio Wealth?
Lyn A. Dippel, Jd, Cfp® is listed as Founder, Senior Advisor and Chief Compliance Officer at Curio Wealth.
What is Lyn A. Dippel, Jd, Cfp®'s email address?
AeroLeads has found 1 work email signal at @baypointwealth.com for Lyn A. Dippel, Jd, Cfp® at Curio Wealth.
What is Lyn A. Dippel, Jd, Cfp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 410 for Lyn A. Dippel, Jd, Cfp® at Curio Wealth.
Where is Lyn A. Dippel, Jd, Cfp® based?
Lyn A. Dippel, Jd, Cfp® is based in Annapolis, Maryland, United States while working with Curio Wealth.
What companies has Lyn A. Dippel, Jd, Cfp® worked for?
Lyn A. Dippel, Jd, Cfp® has worked for Curio Wealth, Bay Point Wealth, Fai Wealth Management, Symphony Financial, Llc., and Miller Musmar, Cpa.
How can I contact Lyn A. Dippel, Jd, Cfp®?
You can use AeroLeads to view verified contact signals for Lyn A. Dippel, Jd, Cfp® at Curio Wealth, including work email, phone, and LinkedIn data when available.
What schools did Lyn A. Dippel, Jd, Cfp® attend?
Lyn A. Dippel, Jd, Cfp® holds Juris Doctor, Law from George Mason University - Antonin Scalia Law School.
What skills is Lyn A. Dippel, Jd, Cfp® known for?
Lyn A. Dippel, Jd, Cfp® is listed with skills including Asset Management, Retirement Planning, Investment Management, Investment Strategies, Investment Advisory, Estate Planning, Strategic Financial Planning, and Wealth Management.
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