Dale A. Hearn
Strategic Financial Advisors
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: owner / CFP(R)
Offering advice since: 1995
Areas of focus:
- Educational Planning
- Estate Planning/Wills
- Retirement Planning
Further information about Dale A. Hearn:
DALE HEARN offers a broad range of financial services to clients through Strategic Financial Advisors. Since 1985, Dale has worked with individuals in the areas of retirement planning, income and estate tax planning, college financing assistance, insurance planning and investment analysis.
He holds the certification as a CERTIFIED FINANCIAL PLANNER(TM) certificant, Dale subscribes to and is bound by a very strict professional Code of Ethics. To maintain his CFP(R) certification he is required to satisfy the continuing education requirement of the Certified Financial Planner Board of Standards. He also completed Investment Strategies and Portfolio Management from the Master of Science program of the College for Financial Planning. He is a member of the Financial Planning Association (FPA) and the The Financial Industry Regulatory Authority (FINRA) Board of Arbitrators. He has taught personal finance and investments in both public and private workshops for major corporations. He holds a BBA in Economics from Baylor University.
Compensation and Fee Structures:
fee or commission hourly
Licenses, Certifications & Affiliations:
CERTIFIED FINANCIAL PLANNERTM professional
Chartered Mutual Fund Counselor (CMFC)
Certified Benefits Instructor (CBI)
Series 7 (General Securities)
Series 24 (General Securities Principal)
Series 53 (Municipal Securities Principal)
Series 63 (Uniform Blue Sky Registration)
Group 1 (Life and Health Insurance)
Variable Contract (Annuity)
Licensed in Texas
CRD number 1695714
CFP number 042902
BBA Economics Baylor U
College For Financial Planning The American College
Foreign Languages spoken:
Will provide references upon request?
Further information about Strategic Financial Advisors:
(Size of firm: 0-9 advisors)
Strategic Financial Advisors is an independent financial planning firm based in Houston, Texas. We assist clients who want objectivity without any product/sales influence. Our mission is to improve your life measurably by helping you become good stewards of your financial resources. We offer the following services:
- Portfolio analysis
- Asset Allocation design
- Investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
- College funding strategies
- Educational seminars
We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security.
Wealth accumulation and estate preservation includes coordinating our planning with tax and legal professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer; Member FINRA, SIPC. Strategic Financial Advisors is independent of ProEquities, Inc.
Contact Information for Dale A. Hearn
Phone: (281) 444-8732
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Fax: (281) 444-8753
Address for Dale A. Hearn:
14550 Torrey Chase Blvd
Houston, TX, 77014
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