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Michael Dalton, CFP®, RICP®

Michael Dalton, CFP®, RICP®

Associate Financial Consultant

Michael is proud to be a CERTIFIED FINANCIAL PLANNER™ professional and also currently holds the Retirement Income Certified Professional (RICP®) designation. Michael comes to Digital Investment Services with a diverse background in banking and financial services. He began his career in the investment industry in 2009 and witnessed firsthand the need for comprehensive financial planning. The uncertainty during that tumultuous period left a mark on Michael and reinforced the need to offer more than just a “product.” Michael believes that financial planning should reflect the unique needs and concerns of the clients he serves.

Prior to joining Digital Investment Services, Michael worked with bank investment programs and national firms, including Fidelity.

Michael lives in Westminster with his wife Cynthia. Most of his personal time is spent on projects around the house and he also enjoys reading, golfing and playing pool.

 

Education

  • Southern New Hampshire University – BS in Finance with a Concentration in Financial Planning

Securities Registration

*Series certifications are held with LPL Financial

  • Series 7, 63 & 66