David Dalton, CFP, CLU, EPC, RIS
Private Wealth Advisor
Coastal Community Private Wealth Group
David has served in the financial services industry since 1997. That period has seen him in a wide range of professional roles. He has worked as college level financial educator; equipping students and industry professionals achieve financial designations and licensing courses. He has taken on leadership roles; recruiting, developing, and mentoring other advisors and he has served as both an institutional and independent financial advisor.
David is excited to serve Coastal Community’s membership and clients and he values how the Credit union is aligned with his impact driven passions. When asked what inspired him, it’s being able to empower, educate and equip people and being instrumental in helping them achieve their important and meaningful life goals. To be able to leave a positive footprint on the lives he encounters and the community at large. David feels both his role and Coastal Community empower him to do that.
David’s children are all grown up and that has left him with the time to pursue diverse interests; to enjoy all the outdoor activities the island has to offer. He is an avid participant and supporter of the arts, and in particular musical theatre. Volunteer activities have included being an Elder College Instructor, Financial Literacy facilitator as well as serving on various boards over the years.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc.(CCFMI), offering financial planning, life insurance and investments. CCFMI is a licensed life insurance agency and a wholly-owned subsidiary of Coastal Community Credit Union.