Dale

Hansen

CMFC™, CRPC™, CFP®

picture of a planner

Here to act in your best interests

About me

With over 20 years of experience as a financial planner, I am endlessly dedicated to my clients and their financial future. I thrive on helping them save to reach their long-term investment and retirement goals. Away from work, I enjoy traveling with my wife and daughter and completing my list of seeing every Div. I-A college football stadium. My motto is “Once an Eagle Scout, always an Eagle Scout.”

Certifications

Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Arts, Finance and Marketing - Texas Wesleyan University

Visit one of our Locations

Birmingham

3595 Grandview Parkway

Suite 475

Birmingham, AL 35243

Birmingham - Huntsville (Appt Only)

4100 Market Street SW

Suite 100

Huntsville, AL 35808

Memphis (Appt Only)

1661 International Drive

Suite 400

Memphis, TN 38120

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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