Christopher Dale (BA, CeFT®, CFP®)
Christopher Dale focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Hourly
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Hourly
Planning Specialties
Christopher has also completed a 15 hour volunteering orientation and training course with Hospice of the Comforter. He currently serves as facility patient care volunteer.
In his spare time he likes spending time with his wife and 2 sons. In addition, Christopher enjoys going to the gym, watching football and basketball. He is avid Florida Gator fan. Above all else, Christopher has a spiritual outlook on life.
NAPFA Start Date
March 20, 2018