Daniel Dales

Managing Partner, Retirement Planning Specialist

Daniel Dales is a distinguished professional with over a decade of experience in the finance industry, having started with Equitable in 2008. In his current role as a Managing Partner at Signature Wealth Concepts, he leads a dynamic team dedicated to providing comprehensive wealth management solutions.

With a solid foundation in finance, Daniel holds a Retirement Planning Specialist designation from the Wharton School of Business, showcasing his expertise in helping clients navigate the complexities of retirement planning with confidence and clarity. With FINRA registrations for Series 7 and Series 66, as well as a licenses for Life, Accident & Health Insurance in multiple states, Daniel possesses a wealth of expertise and strives to guide clients through their financial journey with confidence and proficiency.

In recognition of his exceptional contributions, Daniel was inducted into the Equitable Advisors Hall of Fame in 2019, a testament to his commitment to excellence and outstanding client service.

Drawing upon his extensive experience, Daniel has cultivated a diverse client base spanning 35+ states, serving individuals, families, and businesses across both public and private sector industries with integrity and personalized attention. His ability to understand the unique needs and goals of clients has earned him a reputation for excellence among those who know him well.

Beyond his professional achievements, Daniel finds fulfillment in outdoor pursuits, family time, and exploring new adventures. Whether it's hitting the golf course, taking a road trip in the RV, or enjoying quality time with his wife Kassie and son Cooper (and the 3 Labradors of course!), Daniel embodies a balanced approach to life and business.

With a steadfast commitment to client success and a passion for delivering exceptional financial guidance, Daniel continues to make a meaningful impact on the lives of clients locally in Southern Arizona and nationwide alike.


To schedule a time to meet with Daniel Dales, visit this virtual scheduling link:

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CA Insurance Lic.# 0I34198, AR Insurance Lic.#12251450.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. PPG- 6575269.1(4/24)(Exp.4/26)