Sandra H. Dalton, CDFA™, CHFC®, MBA
Financial Advisor
I help my clients simplify their financial lives by working together so that they can better understand, streamline and optimize their financial resources. Ultimately our collaboration enables clients to have a better grasp on their current situation as well as action steps needed so that they can make progress towards short term and long term goals. Once a plan is constructed, I believe it's crucial to review progress on a regular basis, make necessary adjustments and hold each other accountable.
- Interests
- Yoga
- Cheering for my Alma Mater Clemson Tigers
- Tennis - I am not great, but I enjoy playing!
- Reading - Anything inspirational or motivational. Please feel free to make some recommendations.
- Pets - My dogs are Ashley (7 year old Coton) and Buddy (6 year old Mati-Poo, which is a Maltese/Poodle mix)
- Areas of Focus
- Retirement Planning Strategies
- Women's Financial Strategies and Empowerment
- Divorce Financial Planning
- Estate Planning Strategies
- Domestic Partner Planning
- Saving for Education
- Awards & Recognition: FIVE STAR Wealth Manager 2014 and 2015*
- Qualifications
- Member, Financial Planning Association
- CDFA®; Certified Divorce Financial Analyst
- ChFC® Chartered Financial Consultant
- Master of Business Administration
- Bachelor of Science Degree
- Education
- MBA Monmouth University - West Long Branch, NJ
- B.S. Accounting Clemson University - Clemson, SC
- Professional Associations
- Financial Planning Association
- Million Dollar Round Table
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 & 2015 Five Star Wealth Managers