Back to  Team and Culture

Dawn Doebler, CPA, CFP®, CDFA®

Dawn Doebler, CPA, CFP®, CDFA®

Senior Wealth Advisor & Director of Education

About

Dawn’s experience spans more that 25 years providing wealth management, financial planning and corporate finance solutions for clients. As an MBA, CPA, Certified Financial Planner (CFP®), and a Certified Divorce Financial Analyst (CDFA®), she is uniquely qualified to understand the challenges and financial needs of clients from executives to entrepreneurs, as well as single breadwinner parents.

Her time spent at large corporations including Ford, Nissan and Southern California Edison gives her insight into the issues that many business owners and professionals face during their demanding careers.

Having worked closely with successful professionals and their families for many years, Dawn takes the time to tailor her advice and guidance to the needs of her clients and their families so that they can make informed decisions about their financial situation now and in the future. Clients appreciate her guidance and rely on her expertise especially during difficult life transitions, like a divorce, and the sometimes challenging family dynamics that come into play when managing their wealth.

As a Senior Advisor and Director of Education at Bridgewater Wealth, Dawn draws on her vast experience to inform and educate clients about information that is relevant to them. She also leads the firm’s efforts to share information among the advisors and professionals so that all clients benefit from the collective knowledge, resources and innovative ideas of the multi-disciplinary team.

Prior to joining Bridgewater Wealth & Financial Management, Dawn was a Senior Wealth Advisor for an independent wealth management firm serving clients in the greater DC region.  She is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA) where she has been a featured conference speaker.

Dawn earned her MBA in Accounting and Corporate Finance from the University of Maryland and her BA in Financial Planning and Economics from Grove City College, Pennsylvania. Dawn obtained her Certified Public Accounting (CPA) designation in 2008. She resides in North Potomac, Maryland with her two children.

Fun Fact

Dawn helped to fund an independent documentary film project and enjoys supporting filmmakers and attending film festivals.

Articles by

Dawn Doebler, CPA, CFP®, CDFA®