David Dalton

WORK HISTORY

EDUCATION

ABOUT DAVID DALTON

I have served served in the financial services industry since 1997. That period has seen me in a wide range of professional roles. I have worked as college level financial educator; equipping students and industry professionals achieve financial designations and licensing courses. I have taken on leadership roles; recruiting, developing, and mentoring other advisors and I have served as both as an institutional and independent financial advisor. As a Private Wealth Advisor for Coastal Community\'s Private Wealth Group, I serve businesses, individuals and their families that face complicated financial decisions requiring sophisticated advice and solutions; Tax and Estate Planning, Retirement income Planning, Risk and Investment Management. In particular, I have distinct strength surrounding retirement income planning, disability planning, and incorporated business owners. I am excited to serve North Island Coastal Community’s membership in addition to clients who may not be Credit Union members. I value that is aligned with my impact driven passions. When asked what inspires me, it’s being able to empower, educate and equip people and being instrumental in helping them achieve their important and meaningful life goals. To be able to leave a positive footprint on the lives I encounters and the community at large.