Dale J. Carlson, AWMA®, CRPC®, CMFC®
For more than 20 years, Dale has been blessed to partner with individuals and families who desire to plan for their financial future. After witnessing the financial effects of his mother's passing while he was still in college, Dale became acutely aware that risks and opportunities need to be equally addressed in one's finances. He is passionate about helping his clients make wise decisions to best utilize their financial resources.
Dale prides himself on providing excellent service and serving his clients with the heart of a teacher. He believes in using the financial planning process to help clients focus not only on managing their financial resources today, but also on the important goals they aspire to achieve in the future.
Originally from Wisconsin, Dale spent the first 10 years of his career there before spending the next 10 in Arizona. Currently residing in Florida, Dale frequently travels to meet with many of his clients, who are located in a large number of states. Most of his clients meet with him remotely via phone or Zoom and enjoy the benefits of his paperless office.
Dale is the proud father of four wonderful children — Annabelle, Matthew, Julia, and Elise. When he's not soaking up time with his kids, Dale loves listening to music, exercising, relaxing by the ocean, and taking aerial photographs with his kite on the beach. Click on the blue camera icon above to see some of his photos on Instagram.