Steve Dalton, CFP®, ChFC®, CLU®, CRPC®, AAMS®
Through my many years as a financial advisor, I’ve learned a lot about the industry and how people think about money.
I often hear clients say things like, “I don’t know if I’m able to retire when I want” or “I can’t do the things I really want to do.”
It’s my greatest pleasure to help people understand that the gap between what they can do – and what they want to do – is often smaller than they think. Through prudent financial planning and calculated investment management, it is possible to bridge that gap and align a client’s dreams with reality.
That’s why I became a financial advisor, and why I look forward to working with my clients each and every day. It’s what drives me to provide excellent service and build relationships that last through multiple generations.
Education and Qualifications
- Bachelor of Business Administration degree from the University of Notre Dame
- Certified Financial Planner™ professional
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Certified Retirement Planning Counselor℠
- Accredited Asset Management Specialist℠
- Five Star Wealth Manager – 2013-2018
- FINRA Series 7 and 66 licenses
- Life, Accident, and Health Insurance licenses
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.
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