Daniel Dales

Daniel Dales

Financial Consultant

Visit my web site!

Phone: 520-512-5949
E-mail:
 

Daniel was born and raised in England, and graduated with a Bachelors in Business and Financial Services.  He moved to the States in 2005, and has quickly established himself as a leader in AXA Advisors.

Daniel carries FINRA Series 7, and 66 registrations, and Life/Health license; and his focus is on creating retirement income distribution strategies for his clientele.  He helps individuals, families, and business owners in developing appropriate financial strategies based on your their various goals and objectives.  Daniel's services include retirement planning, college funding, risk management, business succession planning, and estate planning strategies.

Daniel is a founding member and Senior Partner with WealthGuard Retirement and Financial Strategies (http://www.wealthguardrfs.com/).   

He currently resides in Northwest Tucson with his wife Kassie and their son, Cooper.

 

WealthGuard Retirement and Financial Services is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

 

 

California Insurance License #: O134198


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.