Lyn A. Dippel, Jd, Cfp® Email and Phone Number
Lyn A. Dippel, Jd, Cfp® work email
- Valid
- Valid
- Valid
- Valid
- Valid
Lyn A. Dippel, Jd, Cfp® personal email
- Valid
Lyn A. Dippel, Jd, Cfp® phone numbers
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.
Curio Wealth
View- Website:
- curiowealth.com
- Employees:
- 11
-
Founder, Senior Advisor And Chief Compliance OfficerCurio WealthAnnapolis, Md, Us -
Principal And CooCurio Wealth Jan 2024 - Present -
Principal And Senior Advisor -Bay Point Wealth Jul 2020 - Jan 2024Annapolis, Maryland, Ushttps://www.baypointwealth.com/about#team_section -
Principal And Senior AdvisorBay Point Wealth Jul 2020 - Jan 2024Annapolis, Maryland, Us -
President & CeoFai Wealth Management Jan 2013 - Jul 2020Columbia, Md, Us -
Principal, Senior AdvisorFai Wealth Management Jul 2004 - Jan 2013Columbia, Md, Us -
Principal And Senior AdvisorSymphony Financial, Llc. Apr 2002 - Jul 2004Herndon, Virginia , Us -
Financial PlannerMiller Musmar, Cpa Apr 2000 - Apr 2002Reston, Va, Us
Lyn A. Dippel, Jd, Cfp® Skills
Lyn A. Dippel, Jd, Cfp® Education Details
-
George Mason University - Antonin Scalia Law SchoolLaw -
University Of RichmondPsychology -
George Mason University - Antonin Scalia Law SchoolDoctor Of Law - Jd -
George Mason University - Antonin Scalia Law SchoolDoctor Of Law - Jd
Frequently Asked Questions about Lyn A. Dippel, Jd, Cfp®
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 the current company?
Lyn A. Dippel, Jd, Cfp®'s current role is Founder, Senior Advisor and Chief Compliance Officer.
What is Lyn A. Dippel, Jd, Cfp®'s email address?
Lyn A. Dippel, Jd, Cfp®'s email address is ly****@****lth.com
What is Lyn A. Dippel, Jd, Cfp®'s direct phone number?
Lyn A. Dippel, Jd, Cfp®'s direct phone number is +141091*****
What schools did Lyn A. Dippel, Jd, Cfp® attend?
Lyn A. Dippel, Jd, Cfp® attended George Mason University - Antonin Scalia Law School, University Of Richmond, George Mason University - Antonin Scalia Law School, George Mason University - Antonin Scalia Law School.
What are some of Lyn A. Dippel, Jd, Cfp®'s interests?
Lyn A. Dippel, Jd, Cfp® has interest in Cooking, Gardening, Electronics, Home Improvement, Reading, Crafts, Gourmet Cooking, Sports, Home Decoration.
What skills is Lyn A. Dippel, Jd, Cfp® known for?
Lyn A. Dippel, Jd, Cfp® has skills like Asset Management, Retirement Planning, Investment Management, Investment Strategies, Investment Advisory, Estate Planning, Strategic Financial Planning, Wealth Management, Investments, Financial Advisory, Small Business, Wealth.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial