Give & Receive: Your Retirement & Philanthropic Legacy
Steve Dalton is a certified financial planner certificant (CFP®) and a graduate of the University of Notre Dame where he earned a Bachelor of Business Administration. He also holds additional professional designations including Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).
Steve advises clients in all areas of the financial planning process including: retirement, estate, insurance, investments and tax. Steve is a Five Star Professional Award recipient, representing the top 2% of private wealth managers in New Hampshire. He continues to be selected as one of the “Best Financial Advisers for Doctors” by Medical Economics.
Steve is a member of the Financial Planning Association, the National Association of Estate Planners & Councils and the Planned Giving Group of New England. Steve also serves as Co-President for the Notre Dame Club of New Hampshire.
Sign up for this seminar when you complete your Reunion registration. Instructions on how to register are posted on your class web page »
Interested in speaking to one of the “Best Financial Advisers for Doctors” according to Medical Economics? Steve Dalton (CFP®) will be available on Thursday May 29th or Friday May 30th for 30 minute complimentary sessions. To sign up for one, or for more information, please contact Carolyn Stone at 617-384-8445. .