David M. Dalton,  CFP<sup>&reg;</sup> - Financial Advisor

David M. Dalton, CFP®

JD, MBA

Financial Planner

Dalton Wealth Management

7237 Cinicinnati Dayton Rd, Ste 203
West Chester, OH 45069
(513) 644-2572

General

David Dalton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dalton Wealth Management in West Chester, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - MBA

Insurance Licenses

  • Life insurance: OH
  • Health/disability insurance: OH
  • Fixed annuities: OH
  • Variable annuities: OH

Financial Advisor's Specialties

Asset Allocation, Estate Planning, Retirement, Long-term Care

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Helpful Financial Planning Resources