Daniel Dales

Daniel Dales

Founding Member, Senior Partner

Daniel Dales is a founding member, and Senior Partner, of Signature Wealth Concepts (A Division of AXA Advisors). Since 2008, he has been working with families in Southern Arizona, helping them to build their financial futures.

Daniel started his career as a Financial Consultant at AXA Advisors, with a passion for helping public school employees and their families reach their future retirement goals. His focus has continued to be on the needs of those in the public sector, as well as also expanding his scope of services to private sector employees, retirees and anyone looking for assistance with financial planning.

Being married to a teacher, continuing education is always on Daniel’s mind. He was selected to attend the University of Pennsylvania’s Wharton School of Business in 2017, earning the title of Retirement Planning Specialist. This learning enhanced his knowledge and ability to guide his clients through retirement, not just to help get them to retirement. He also holds FINRA registrations for Series 7 & Series 66, as well as a license for Life, Accident & Health Insurance in multiple states.

Daniel was born and raised in England and moved to Arizona in 2008 after receiving his Finance degree from Nottingham Trent University. He enjoys living in Oro Valley with his wife Kassie and their son, Cooper. Daniel & Kassie enjoy giving back to the community when the opportunity arises, from annual teacher supply giveaways to working alongside local school districts and their foundations.

 

 

California Insurance License #: 0I34198

Arkansas Insurance License #: 12251450


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 520-512-5949
Fax 520-745-8159
LinkedIn