My 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.
- 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.