Dale Payne – Financial Advisor in Colorado Springs

financial advisor in colorado springs, financial advise, financial advisor colorado springs, insurance agent colorado springs, retirement colorado springs, long term care, long term care colorado springs, life insurance, life insurance agentMy name is Dale Payne and I am an independent Financial Advisor in Colorado Springs. I’ve worked in securities since 1986 and a licensed insurance agent since 1990. Over my 28 years of experience, I’ve found that it takes both securities and insurance to make a plan work. My objective is to help you achieve your goal of financial freedom. I can help you with a complete Financial Plan, Insurance needs, Annuities and even How to Save Money at any income level. I am also a Registered Tax Return Preparer.

I am an Investment Advisory Representative of Pearl Street Advisors, LLC. Pearl Street is an SEC Registered Investment Advisor.

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. Additionally, I am a member of the Better Business Bureau.

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.

Posted in annuities, asset management, cfp, chfc, clu, finance, financial, financial planning, life insurance, life quote, managing money, money tips, retirement, retirement planning, save money, ways to save money, womens resources and tagged , , , , , , , , .