ÃÛѨÊÓƵ

Dale Hansen

CMFC™, CRPC™, CFP®

picture of a planner

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.â€

Certifications

Chartered Mutual Fund Counselorâ„¢

Chartered Retirement Planning Counselorâ„¢

CERTIFIED FINANCIAL PLANNERâ„¢

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

Memphis (Appt Only)

1661 International Drive

Suite 400

Memphis, TN 38120

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The latest insights from our experts