Dale
Hansen
CMFC™, CRPC™, CFP®
Here to act in your best interests
About me
With over 20 years of experience as a financial planner, I am endlessly dedicated to my clients and their financial future. I thrive on helping them save to reach their long-term investment and retirement goals. Away from work, I enjoy traveling with my wife and daughter and completing my list of seeing every Div. I-A college football stadium. My motto is “Once an Eagle Scout, always an Eagle Scout.”
Certifications
Chartered Mutual Fund Counselor™
Chartered Retirement Planning Counselor™
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, Finance and Marketing - Texas Wesleyan University
Visit one of our Locations
Birmingham
3595 Grandview Parkway
Suite 475
Birmingham, AL 35243
Birmingham - Huntsville (Appt Only)
4100 Market Street SW
Suite 100
Huntsville, AL 35808
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Memphis (Appt Only)
1661 International Drive
Suite 400
Memphis, TN 38120
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
