Dale holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner, he adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. Dale also is a Certified Investment Management Analyst® (CIMA®).
Before Dale joined our team in May 2019, he was a Vice President and investment representative at First Eagle Investment Management, where he worked with hundreds of financial advisors to collaborate on investment selection. He also had a similar role at Neuberger Berman for 10 years.
Dale earned a bachelor’s degree in science with a mathematics concentration, with honors in finance, from the Schreyer Honors College at The Pennsylvania State University.
Dale was born in New York, grew up in Pittsburgh, and now lives in St. Petersburg, Florida, with his wife, Rachel, and their two sons, Avi and Saul. In his free time, Dale enjoys rock concerts, live sporting events, travel, restaurants, and spending time with his family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for certification.