My name is Dale Payne and I am an independent Financial Professional in Colorado Springs. I’ve worked as a Financial Professional since 1986 and as a licensed insurance agent since 1990. With my 28 years of experience, I’ve found that the people that succeed are the ones who planned for retirement. My objective is to help you achieve your goal of financial freedom. My practice is limited to the proper positioning of life, annuities, long-term care coverage and long-term care hybrids.
Credentials – CFP®, ChFC®, CLU®, CDFA®
I am a graduate of the University of Phoenix with a Bachelors Degree of Science in Business Management. I earned my ChFC® (Chartered Financial Consultant) in 2007 and CLU® (Certified Life Underwriter) in 2008 from the American College and my CFP® (Certified Financial Planning Practitioner) in 2012 http://CFP.net. CDFA® (Certified Divorce Financial Analyst. Additional professional designations of CAS® (Certified Annuity Specialist) and the CFS® (Certified Fund Specialist) with the Institute of Business and Finance. I was also an accredited member of Better Business Bureau for 22 years.
My passion is financial planning and the relationships that result when I make a difference. My other passions are travel, writing short stories, the practice of yoga, and my Miniature Schnauzer, Bella.
Previously Held
- Series 7 General Securities 8/16/1986
- Series 24 Securities Principal 12/13/1988
- Series 65 Investment Advisor 5/31/1995
- Series 51 Municipal Securities 2005
I am no longer associated with a broker dealer or FINRA. These are shown only to illustrate experience.