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Daniel Dales
Retirement Planning Specialist

5151 E. Broadway Blvd, Suite 1200
Tucson, AZ 85711
Phone:
  • (520) 512-5949
Daniel started his career as a Financial Consultant at AXA Advisors in 2008, with a passion for help... Read More

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Daniel started his career as a Financial Consultant at AXA Advisors in 2008, with a passion for helping public school employees and their families reach their future retirement goals. He found early success in the Retirement Benefits Group (RBG), a specialized national group dedicated to the needs of public school employees and their families. His focus has continued to be on the needs of those in the public sector, as well as also expanding his scope of services to private sector employees, retirees and anyone looking for assistance with financial planning.

Being married to a teacher, continuing education is always on Daniel’s mind. He was selected to attend the University of Pennsylvania’s Wharton School of Business in 2017, earning his designation as a Retirement Planning Specialist. This learning enhanced his knowledge and ability to guide his clients through retirement, not just to help get them to retirement.

Daniel was born and raised in England and moved to Arizona in 2008 after receiving his Finance degree from University in Nottingham, England. He enjoys living in Oro Valley with his wife Kassie and their young son, Cooper. When spare time comes their way, they can often be found at one of the many local parks and hiking trails, making the most of the beautiful weather Southern Arizona provides.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck