Neil R. Dinndorf, CFP® Wealth Advisor
Neil is a Wealth Advisor with EnRich advising clients on how to optimally work toward achieving their financial goals and objectives. He is a Certified Financial Planner™ (CFP®) professional. The CFP® certification is the widely recognized standard of excellence for competent and ethical financial planning. Before obtaining this certification he had to complete extensive education and experience requirements and then pass the comprehensive CFP® Certification Exam. As a CFP® professional, Neil is held to a fiduciary standard of care where he must act in the best interests of his clients over his own, at all times. He also serves on the firm’s investment committee.
Neil began his career as an intern with the firm while enrolled in the UW-Madison Personal Finance program. Upon graduating from the program, he moved on to work as a Planning Analyst with Vantage Financial Partners in Arlington Heights, IL outside of Chicago. Neil joined SVA Plumb Wealth Management in 2008 and re-joined EnRich Financial Partners in 2013. He specializes in comprehensive financial planning for professionals, small business owners, and diligent savers. He commits himself to take an independent and objective viewpoint to provide financial peace of mind.
He holds a degree from the University of Wisconsin-Madison in Consumer Science, with an emphasis in Personal Finance, a Certified Financial Planner Board-registered program. He remains involved with the program as a mentor to current students and is a current instructor of the Consumer Science 321 course titled: Financial Life Skills upon Graudation, a course designed to prepare students for their financial lives in the "real world." He is a past instructor of the Personal Finance program's estate planning course.
Neil is a current board member of the Madison Estate Council and a member of the Rotary Club of Downtown Madison. He is the Co-Chair of the Rotary Club’s Second Century fellowship, a group of club leaders charged with advancing the Club’s initiatives through its second 100 years. Neil is also the current Treasurer of the Arbor Hills Neighborhood Association. Previously, Neil has served as President of the Financial Planning Association of Wisconsin and as an Account Executive for the United Way of Dane County.