Staff Profiles: Michael L. Dalton

Staff Profiles: Michael L. Dalton

   

Michael L. Dalton established Attentive Investment Managers in 1989. As CEO, Mike enjoys interacting with his clients and helping them reach their financial goals and objectives. During a typical day at the office, he reviews investment profiles, meets with clients, responds to questions, and researches the market by listening to and reading market commentary. 

Mike earned his Bachelor's Degree in Accounting in 1968 from Humphreys College in Stockton. He received his Certified Public Accountant (CPA) certification in 1971 and his Certified Financial Planner (CFP) designation in 1989 from the College of Financial Planning.


In 2000, he earned his Master of Science Degree in Retirement Planning from the College of Financial Planning. Mike demonstrated great diligence and concentration by earning his degree while simultaneously running two businesses as a CPA and Investment Adviser. Before founding Attentive Investment Managers, he owned his own CPA firm.

A lifelong resident of Stockton, Mike makes his home with his wife Miriam. His hobbies include traveling, playing golf, and hiking.

Diversification
Risk v. Reward
 

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Tuesday, 11 August 2020

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Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

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