LPL Financial - The Office of Rob Dale, CFP®

LPL Financial - Melbourne Florida. I've been providing financial advice since 1993 and I am a CERTIFIED FINANCIAL PLANNER™ - Practitioner. I am a former U.S. Army Officer (Regular Army and Reserves). My military background provides me with a unique perspective when working with Military and U.S. Government employees and their benefits. I hold a BS degree in Business Administration from Florida Tech.

I've been providing financial advice since 1993 and I am a CERTIFIED FINANCIAL PLANNER - Practitioner. I am a former U.S. Army Officer (Regular Army and Reserves). My military background provides me with a unique perspective when working with Military and U.S. Government employees and their benefits. I hold a BS degree in Business Administration from Florida Tech.

Personal & Community Involvement -
I grew up in Brevard County and have two wonderful children. I have experience with numerous organizations to include the following:

•Devereux Florida, Past Chairman, Brevard Development Leadership Council •Former elected Supervisor, Viera East Community Development District •Founding Member, Board of Directors, Viera East Community Association (VECA) •Past President, Board of Directors, Big Brothers Big Sisters of Brevard Inc.
•Past member Central Brevard YMCA Board of Members •Former U.S. Army Reserve Officer

Areas of Specialty -
•Asset Allocation, Management, and Protection (investment planning) •Charitable and Planned Giving •Comprehensive fin

Please mention you proudly found LPL Financial - The Office of Rob Dale, CFP® on Veteran Owned Business (VOB)!

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