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Dale Oakley

FINANCIAL ADVISOR ASSOCIATE


dlo@moneyful.com

Early Career Experiences

While in college Dale served as a Finance Intern with Triangle Transit in the Research Triangle Park, NC. 

After graduating with a degree in Accounting and Finance from North Carolina Central University, he served as Staff Auditor for Walker & Company, LLP in Washington, DC where he conducts audits of non-profits and  small federal government agencies.

Current contributions

Dale is the current Financial Advisor Associate for Fulbright & Fulbright, CPA, PA and Fulbright Financial Consulting, PA.

Role at the firms 

Dale is responsible for client relations as well as  tax planning and preparation for educators, entrepreneurs, executives and retirees predominantly in technical and regulated industries.