Suggestions
Dale Branda
COO/Investment Advisor Representative. CFP® professional.
Dale Branda is a seasoned professional with over 30 years of experience in client service and relationship building.1 He currently serves as the Chief Operating Officer at Steward Advisors, LLC, where he delivers wealth management services.17
Professional Background
Dale is a Certified Financial Planner™ (CFP®) professional34, which demonstrates his expertise in financial planning and wealth management. His extensive experience includes:
- Managing business operations and client service teams for more than 25 years7
- Providing wealth management services to clients1
- Offering insights on various financial topics, such as life insurance and estate planning24
Expertise and Contributions
Dale frequently shares his knowledge and insights on financial matters through his LinkedIn profile. Some of the topics he has addressed include:
- Term vs. Permanent Life Insurance2
- Estate planning and executorship3
- Financial success tips for individuals in their 30s and 40s4
- Data security and protection6
Professional Profile
Dale's LinkedIn profile (username: dalebranda) showcases his role as a senior leader in the financial services industry.15 His current position at Steward Advisors, LLC allows him to leverage his extensive experience in serving clients and building relationships to deliver comprehensive wealth management services.17
Dale Branda's professional journey demonstrates a strong commitment to financial advisory and client service, making him a valuable asset in his role as Chief Operating Officer at Steward Advisors, LLC.
