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Dale Shaw, Cfp®, Ricp® Email & Phone Number

Helping answer the question "Will I be ok in retirement?" | Wealth Manager at Granite Harbor Advisors at Granite Harbor Advisors
Location: Houston, Texas, United States 7 work roles 2 schools
2 work emails found @graniteharboradvisors.com 3 phones found area 281 and 832 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email d****@graniteharboradvisors.com
Direct phone (281) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Granite Harbor Advisors
Role
Helping answer the question "Will I be ok in retirement?" | Wealth Manager at Granite Harbor Advisors
Location
Houston, Texas, United States
Company size
8 employees

Who is Dale Shaw, Cfp®, Ricp®? Overview

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Quick answer

Dale Shaw, Cfp®, Ricp® is listed as Helping answer the question "Will I be ok in retirement?" | Wealth Manager at Granite Harbor Advisors at Granite Harbor Advisors, a company with 8 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at graniteharboradvisors.com, phone signal with area code 281, 832, and a matched LinkedIn profile for Dale Shaw, Cfp®, Ricp®.

Dale Shaw, Cfp®, Ricp® previously worked as Wealth Manager at Granite Harbor Advisors and Planning Coordinator at Granite Harbor Advisors. Dale Shaw, Cfp®, Ricp® holds Bachelor Of Science (Bs), Finance from University Of Houston Downtown.

Company email context

Email format at Granite Harbor Advisors

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{first}@graniteharboradvisors.com
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AeroLeads found 2 current-domain work email signals for Dale Shaw, Cfp®, Ricp®. Compare company email patterns before reaching out.

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Profile bio

About Dale Shaw, Cfp®, Ricp®

Taxes can be one of the biggest fees you can pay.I help pre-retirees and retirees create a more tax-efficient retirement income plan, which can mean significant savings for you, and improved legacies for your heirs! Social security maximization, net unrealized appreciation, pension elections, the order of withdrawals from various accounts, Medicare surtax thresholds, required minimum distributions, which assets to bequest for legacy planning...The decisions around each of these topics (and others) can impact taxes over your lifetime and the lifetime of your heirs. Ready to talk?

Listed skills include Strategic Financial Planning, Retirement Planning, Risk Management, Life Insurance Planning, and 3 others.

Current workplace

Dale Shaw, Cfp®, Ricp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Granite Harbor Advisors
Granite Harbor Advisors
Helping answer the question "Will I be ok in retirement?" | Wealth Manager at Granite Harbor Advisors
houston, texas, united states
Website
graniteharboradvisors.com
Employees
8
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Company profile
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7 roles

Dale Shaw, Cfp®, Ricp® work experience

A career timeline built from the work history available for this profile.

Operations Manager

Granite Harbor Advisors

7850 N. Sam Houston Pkwy West Suite 270 Houston TX 77064

Jul 2016 - Jan 2019

Associate

Hawkins Laakso Wealth Management

3200 Southwest Freeway #1800 Houston TX 77027

Jan 2015 - Jul 2016

Group Leader

Straightway Drug Prevention Team

Texas

While engaged with Straightway, Dale traveled with a team across Texas to perform for thousands of students on the theme of drug prevention using elements such as music, drama, comedy and personal stories to bring this life-changing message to the world.Dale and his team offered a large menu of services; they addressed and emphasized a variety of issues.

Jan 2002 - Dec 2005
Team & coworkers

Colleagues at Granite Harbor Advisors

Other employees you can reach at graniteharboradvisors.com. View company contacts for 8 employees →

OG Olivia Gonzalez Olivia Gonzalez Colleague at Granite Harbor AdvisorsHouston, Texas, United States, United States View → RM Ray Manz, Cfp® Ray Manz, Cfp® Colleague at Granite Harbor AdvisorsHouston, Texas, United States, United States View → TS Tasha Slawson Tasha Slawson Colleague at Granite Harbor AdvisorsUnited States, United States View → CC Caleb Christian, Cfp®, Clu®, Chfc® Caleb Christian, Cfp®, Clu®, Chfc® Colleague at Granite Harbor AdvisorsMontgomery, Texas, United States, United States View → BB Bethanie Baker Bethanie Baker Colleague at Granite Harbor AdvisorsGreater Houston, United States View → TK Tom Kelley, Mba Tom Kelley, Mba Colleague at Granite Harbor AdvisorsGreater Houston, United States View → KA Kara A. Johnson Kara A. Johnson Colleague at Granite Harbor AdvisorsHouston, Texas, United States, United States View → NB Nick Brown, Cfa, Cfp® Nick Brown, Cfa, Cfp® Colleague at Granite Harbor AdvisorsHouston, Texas, United States, United States View →
2 education records

Dale Shaw, Cfp®, Ricp® education

Bachelor Of Science (Bs), Finance

University Of Houston Downtown

Associates, General Studies

Wharton County Jr. College
FAQ

Frequently asked questions about Dale Shaw, Cfp®, Ricp®

Quick answers generated from the profile data available on this page.

What company does Dale Shaw, Cfp®, Ricp® work for?

Dale Shaw, Cfp®, Ricp® works for Granite Harbor Advisors.

What is Dale Shaw, Cfp®, Ricp®'s role at Granite Harbor Advisors?

Dale Shaw, Cfp®, Ricp® is listed as Helping answer the question "Will I be ok in retirement?" | Wealth Manager at Granite Harbor Advisors at Granite Harbor Advisors.

What is Dale Shaw, Cfp®, Ricp®'s email address?

AeroLeads has found 2 work email signals at @graniteharboradvisors.com for Dale Shaw, Cfp®, Ricp® at Granite Harbor Advisors.

What is Dale Shaw, Cfp®, Ricp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 281, 832 for Dale Shaw, Cfp®, Ricp® at Granite Harbor Advisors.

Where is Dale Shaw, Cfp®, Ricp® based?

Dale Shaw, Cfp®, Ricp® is based in Houston, Texas, United States while working with Granite Harbor Advisors.

What companies has Dale Shaw, Cfp®, Ricp® worked for?

Dale Shaw, Cfp®, Ricp® has worked for Granite Harbor Advisors, Hawkins Laakso Wealth Management, Axa Advisors Llc, Lowe'S Home Improvement, and Straightway Drug Prevention Team.

Who are Dale Shaw, Cfp®, Ricp®'s colleagues at Granite Harbor Advisors?

Dale Shaw, Cfp®, Ricp®'s colleagues at Granite Harbor Advisors include Olivia Gonzalez, Ray Manz, Cfp®, Tasha Slawson, Caleb Christian, Cfp®, Clu®, Chfc®, and Bethanie Baker.

How can I contact Dale Shaw, Cfp®, Ricp®?

You can use AeroLeads to view verified contact signals for Dale Shaw, Cfp®, Ricp® at Granite Harbor Advisors, including work email, phone, and LinkedIn data when available.

What schools did Dale Shaw, Cfp®, Ricp® attend?

Dale Shaw, Cfp®, Ricp® holds Bachelor Of Science (Bs), Finance from University Of Houston Downtown.

What skills is Dale Shaw, Cfp®, Ricp® known for?

Dale Shaw, Cfp®, Ricp® is listed with skills including Strategic Financial Planning, Retirement Planning, Risk Management, Life Insurance Planning, Estate Planning Strategies, Wealth Accumulation Strategies, and Tax Sheltered Strategies.

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