About Nikki

Hi! I’m so glad you’re here…

I’m Nikki Dunn, the founder of Clarified Wealth and CERTIFIED FINANCIAL PLANNER™ professional.

You might be wondering why you should trust me to help manage your wealth.

I have a unique background, set of skills, and perspective on building and preserving wealth for do-it-yourself traders & investors and business owners.

I’m actually just like you! I love the financial markets (yes, I check the markets everyday and actively invest). I also understand the unique issues business owners face as I have run multiple businesses throughout my life.

Oftentimes, you’re too busy in your business to worry about planning elsewhere. That’s where I come in.

I also understand and embrace do-it-yourself traders and investors (also called “active” investors).

You’re more hands on, you want to be more involved in investing decisions and you may even be more apt to take on more risk on average.

My experience and knowledge in technical and fundamental securities analysis can be put to great use for optimizing your portfolio and managing risk.

I specialize in working WITH you to make sure you’re making well-informed trading and investing decisions and you don’t miss the other important planning opportunities outside of your portfolio (hello taxes!).

Money can also bring up a lot of emotions. I specialize in helping you strengthen your mindset around money so that you can build wealth with more confidence and less fear.

Clients appreciate the ability to bounce ideas off of me and get another perspective or rely on me for accountability and keeping them organized.

I’m also the author of the book, ‘Do THIS With Your Money’. It’s a guide through all of the major puzzle pieces of a healthy financial life (Cash flow management, insurance protection, retirement planning, investment optimization, tax strategy and legacy planning).

It’s a labor of love that stems from my passion for financial literacy for all.

When I’m not talking finance, in my spare time I enjoy figure skating, hiking and traveling the world with my family.

Let’s Work Together…

Let’s Optimize Your Investment Strategy With a Personalized Investment Portfolio Review