Dalton, David

Dalton, David

David Dalton has been a wealth management professional since 1997, as both an institutional advisor and an independent financial planner. He holds the CFP, CLU, CHS, and CPCA designations. Besides instructing for Ashton College since 2006, he has presented at dozens of community engagements for non-profit groups, government agencies, trade shows, and consumer groups on topics from socially responsible investing, all the way to taxation and estate planning. Financial literacy is near and dear to him and educating and training those who advise others is particularly fulfilling.

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