Daniel Dales

Managing Partner, Retirement Planning Specialist

Daniel Dales is the Managing Partner and a Retirement Planning Specialist with Signature Wealth Concepts. 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 in 2008 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, working alongside local school districts and their foundations, and they are always looking for more philanthropic opportunities.


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

Schedule a Meeting


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.