Daniel Dales

Daniel Dales

Senior Partner, Retirement Planning Specialist

Retirement Planning Specialist

At Retirement Group

Schedule a meeting with Daniel: https://calendly.com/danieldales

Daniel Dales is a founding member, and Senior Partner, of Signature Wealth Concepts, LLC. 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 and 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.

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

 

 

California Insurance License #: 0I34198

Arkansas Insurance License #: 12251450


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

Signature Wealth Concepts, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

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