Dale Shaw
Helping answer the question \"Will I be ok in retirement?\" | Wealth Manager at Granite Harbor Advisors
- Role
- Wealth Manager at Granite Harbor Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dale Shaw
As a comprehensive Family Office, our role extends beyond traditional wealth management…
Experience
Wealth Manager
Aug 2021 — Present · Houston, TX, US
Education
Wharton County Jr. College
Associates, General Studies
2004 — 2006
University of Houston Downtown
Bachelor of Science (BS), Finance
2006 — 2008
Skills
- Wealth Accumulation Strategies
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Life Insurance Planning
- Estate Planning Strategies
- Tax-Sheltered Strategies
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