DWR Wealth Management, LLC

Daniel Dunham is a CFP® and ChFC® with one year of industry experience, currently serving as a financial advisor at DWR Wealth Management, LLC. He also works as a staff accountant at Dunham Associates CPAs, Inc., an accounting and consulting firm. DWR Wealth Management provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans. The firm manages approximately $221 million and employs risk-based asset allocation models using diversified no-load mutual funds and ETFs.

David Rousselot is a financial advisor at DWR Wealth Management, LLC in San Jose, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with DWR Wealth Management since 2005. Outside of his advisory role, he is involved with a family business, Rousselot & Sons. DWR Wealth Management provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans. The firm manages approximately $221 million and employs risk-based asset allocation models primarily using diversified no-load mutual funds and ETFs, with ongoing monitoring and periodic reviews.

Ricky Dunham is a financial advisor at DWR Wealth Management, LLC with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is the President of Dunham Associates CPAs, Inc., an accounting firm he has led since 1996. DWR Wealth Management provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans. The firm uses risk-based asset allocation models and manages approximately $221 million across a four-advisor team.

Tracy Newquist is a financial advisor at DWR Wealth Management, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Buckingham Strategic Wealth, Securities America, and Foothill Securities. Newquist serves as a board member and treasurer for Balanced Access, a nonprofit organization focused on providing internet access to underserved communities. DWR Wealth Management offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, business entities, charitable organizations, and retirement plans. The firm employs risk-based asset allocation models using diversified no-load mutual funds and ETFs, with ongoing monitoring and periodic reviews, and operates under an ERISA fiduciary standard when advising retirement plans.