Our Qualifications

Dale A. Wood, CFP has been licensed to offer securities and insurance products since 1984. Dale holds a general securities license with the FINRA (Series 7) along with the Unified State Law Exam (Series 63). Dale is a registered representative with Royal Alliance Associates, Inc. and has been a Certified Financial Planner since 1994 contributing 30 hours annually towards continuing education to maintain the CFP credential. Additionally, she served on the board of directors for South County Seniors Inc. from 1993 - 1997.

Dale states that, "I make it my business to learn my clients financial goals and objectives and implement an investment strategy to achieve those goals. I like to build financial relationships that last a lifetime".
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck