Dale Philips
Dale Philips has served in multiple roles in the financial services industry since 1977. He has been a Certified Financial Planner® since 1989. His experiences include working with retail clients, managing a team of advisors, training and recruiting in a broker-dealer, and wholesale training and marketing to financial advisors. He has led insurance and financial planning classes for CPAs, CFPs, attorneys, and other licensed advisors. He has been an instructor in insurance-specific training classes for financial advisors in both the US and India.
Dale founded Harborside Advisor Group with two purposes in mind:
To serve clients over 50 with defensive strategies to protect a lifetime of earnings and accumulation.
To nurture and help develop emerging CFPs to advance the future of the profession.
He is well equipped to operate virtually as well as in-person, observing safe practices during the pandemic.