Dale Oakley

FINANCIAL ADVISOR ASSOCIATE

Client Focus

Dale is responsible for client relations as well as support services for fee-only financial planning and investment advisory engagements as well as tax planning and preparation for educators, entrepreneurs, executives and retirees predominantly in technical and regulated industries.

As fee-only financial advisors a customized approach is utilized to help clients achieve their financial goals. Although technology plays an important role in delivering services to clients, we maintain a personal approach to serving clients by conducting meetings and providing checklists and resources to help clients gather critical data, focus and plan.

Professional Career Experiences

While in college Dale served as a Finance Intern with a regional public transportation system.

After graduating with a degree in Accounting and Finance he served as a Staff Auditor for a regional CPA firm where he conducted audits of non-profits and small federal government agencies. Dale also served as a sales tax analyst and internal nonprofit tax return analyst for a national CPA association, before joining the Fulbright firms.

In addition to being actively engaged in the firms, Dale occasionally ride horses and addresses career queries from students and early-stage professionals.

Current Roles

Dale is the current Financial Advisor Associate of Fulbright & Fulbright, CPA, PA (Est. 1986) and Fulbright Financial Consulting, PA (Est. 1995).

Contact

If you are ready to engage with Dale and other team members of proactive advisors, feel free to contact us to book an appointment ~ (919) 544-0398.