Christopher Dale (BA, CFP®)
Christopher Dale focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Professional Athletes or Entertainers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Professional Athletes or Entertainers
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