Meet the Experts Behind Your Success

As a Wealth Advisor at SAX Wealth Advisors, Dale works closely with individuals and families to help them navigate important financial decisions with clarity and confidence. He primarily serves mass affluent clients, including those approaching retirement and those already retired, providing guidance tailored to each client’s evolving goals and financial circumstances.

With more than 30 years of experience as a financial advisor and over a decade operating his own independent registered investment advisory firm, Dale brings a seasoned perspective to wealth management. He partners with clients to define and refine financial goals, monitor investment portfolios, and adjust strategies as life circumstances and market conditions change. His approach emphasizes ongoing communication and a personalized understanding of each client’s priorities.

Dale holds the Accredited Investment Fiduciary (AIF®) designation and has been active in both professional and community organizations. He previously served as a board member of the International Aerospace Hall of Fame and the San Diego Air & Space Museum and has been a member of the Financial Planning Association.