Colin Dalton

Hello!

My name is Colin Dalton and I am a Financial Planner from Summit, New Jersey.

Although I officially started my financial planning path in 2022 as an intern at Securian Financial, my passion for the business fueled from being around my dad, who was also an advisor. From conversations at the dining room table to shadowing a couple of his client meetings, I realized I wanted to be like him. I wanted to imitate his acts of kindness and integrity, while helping people with their money.

I am also proud to have graduated from the Sellinger School of Business at Loyola Maryland in 2023. Once a hound, always a hound!

I have already passed my Series 65 exam and I am studying to become a Certified Financial Planner because I am committed to withholding the highest standards of righteousness and professionalism in the industry.

When I’m not in the office, you can find me at the local tennis court or down the shore with my friends.

Our Approach

Discover

First, we take the time to learn about your goals, objectives and your current situation.

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Build

Second, we build your financial plan and outline all obstacles in your path today.

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Implement

Third, we  implement the appropriate strategies to help you reach success.

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Review

Fourth, we monitor your situation and help you stay on track.

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Let’s Explore Your Financial Situation Together.

Contact Us Today