Christopher Dale

CFP®

Life After Grief Financial Planning

Financial Planner

Contact Me

Christopher Dale

CFP®

Life After Grief Financial Planning

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Christopher Dale, CFP®

Contact Me

407-917-1913

Website

Fee-Only financial planner located in Orlando, FL, serving clients locally and across the country

Meet Christopher Dale

Christopher Dale is a Orlando, FL fee-only financial planner. Life After Grief Financial Planning provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Christopher Dale is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Christopher Dale is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Christopher Dale is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Christopher Dale

407-917-1913

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Office Locations:

  • 12819 Forestedge Circle
    Orlando, FL 32828

Life After Grief, LLC d/b/a Life After Grief Financial Planning is an Investment Adviser registered with State of Florida.  All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 407.917.1913 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Life After Grief, LLC d/b/a Life After Grief Financial Planning with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.lifeaftergrieffp.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

 

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