Bert Dalby
Owner
- Role
- Member Board of Trustees at Remcon Plastics, Inc
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Bert Dalby
Through Vantage Advisors, I help individual investors to achieve their objectives to and through retirement. I provide hourly advice at costs that are in the lowest decile in the industry. I spent over two decades as a Principal with Vanguard and am a long-term advocate of the firm. I have an MBA from The Wharton School of the University of Pennsylvania and a ChFC designation from American College.
Experience
Member Board of Trustees
May 2018 — Present · Reading, PA, US
Education
Cornell University
B.S., Business
1977 — 1981
The American College of Financial Services
ChFC
The Wharton School
MBA, Marketing and Finance
1985 — 1987
Skills
- Securities Regulation
- Retirement
- Strategic Financial Planning
- Investments
- Wealth Management
- Financial Planning
- 401k
- Series 7
- Asset Managment
- Retirement Planning
- Financial Services
- Etfs
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Hedge Funds
- Equities
- Investment Advisory
- Asset Management
- Investment Management
- Series 63
- Investment Strategies
- Alternative Investments
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