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Dale R
CFP®, Series 63, Series 65
Muskegon, MI
OSAIC
Dale Robinson is a CFP® professional with 46 years of experience in the financial services industry. He is currently with Osaic Wealth Inc., having previously worked at LPL Financial, National Planning Corporation, and Cetera Advisors LLC. Robinson operates Robinson Wealth Management, LLC, a business related to his advisory activities. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.
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