Dalton Atchison, Cfp®, Cka®, Crpc® Email and Phone Number
Dalton Atchison, Cfp®, Cka®, Crpc® work email
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Dalton Atchison, Cfp®, Cka®, Crpc® personal email
My name is Dalton Atchison, and I am a wealth advisor at Mountain PEAK Wealth Advisors in Fort Wayne, Indiana. I have worked for Mountain PEAK since May 2017 and have loved every minute of it. I am very fortunate to be able to come alongside our clients as they achieve their retirement goals. Mountain PEAK Wealth Advisors specializes in financial planning-led investment management. We create a comprehensive financial plan for all of our clients, and we use this as a roadmap to make decisions that are in the best interest of each individual or family.Personally, I received my CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board in December 2022, and I received my undergraduate degree from the University of Indianapolis in May 2017. I graduated summa cum laude with a major in Business Administration and a minor in Photography. I am also a Certified Kingdom Advisor® which means I've been trained to help clients integrate their Christian values into their financial decision-making. I love to run and spend time with my family and friends. My favorite season is track season, and my favorite distance is the mile where I have a personal best of 4:40.85. I always have an upcoming race on the calendar, so I am likely out training as you read this :-)
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Associate Wealth AdvisorMountain Peak Wealth Advisors, Llc May 2017 - PresentFort Wayne, Indiana AreaAs an associate wealth advisor at Mountain PEAK Wealth Advisors, I understand the complexities of the financial industry. I work with my clients all the way through the comprehensive financial planning process. I assist with cash flow management, estate planning, income tax planning, insurance planning, investment planning, and retirement planning. I can also offer second opinions on any financial questions.
Dalton Atchison, Cfp®, Cka®, Crpc® Skills
Dalton Atchison, Cfp®, Cka®, Crpc® Education Details
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3.89 Gpa -
Northrop High School4.32 Gpa
Frequently Asked Questions about Dalton Atchison, Cfp®, Cka®, Crpc®
What company does Dalton Atchison, Cfp®, Cka®, Crpc® work for?
Dalton Atchison, Cfp®, Cka®, Crpc® works for Mountain Peak Wealth Advisors, Llc
What is Dalton Atchison, Cfp®, Cka®, Crpc®'s role at the current company?
Dalton Atchison, Cfp®, Cka®, Crpc®'s current role is Wealth Advisor | Mountain PEAK Wealth Advisors.
What is Dalton Atchison, Cfp®, Cka®, Crpc®'s email address?
Dalton Atchison, Cfp®, Cka®, Crpc®'s email address is da****@****ons.com
What schools did Dalton Atchison, Cfp®, Cka®, Crpc® attend?
Dalton Atchison, Cfp®, Cka®, Crpc® attended University Of Indianapolis, Northrop High School.
What are some of Dalton Atchison, Cfp®, Cka®, Crpc®'s interests?
Dalton Atchison, Cfp®, Cka®, Crpc® has interest in Social Services, Traveling, Environment, Photography, Sports, Running, Health.
What skills is Dalton Atchison, Cfp®, Cka®, Crpc® known for?
Dalton Atchison, Cfp®, Cka®, Crpc® has skills like Sales, Communication, Management, Marketing, Accounting, Photography, Customer Service, Economics, Teamwork, Microsoft Excel, Microsoft Word, Powerpoint.
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