Dale
Hansen

CMFC™, CRPC™, CFP®

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Dale Hansen

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, Texas Wesleyan University

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Visit one of our Locations

Birmingham

3595 Grandview Parkway
Suite 475
Birmingham, AL 35243

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Birmingham - Huntsville (Appt Only)

4100 Market Street SW
Suite 100
Huntsville, AL 35808

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health