Sandra H. Dalton, CDFA™, CHFC®, MBA

Sandra H. Dalton, CDFA™, CHFC®, MBA

Financial Advisor

I help my clients simplify their financial lives by working together so that they can better understand, streamline and optimize their financial resources.  Ultimately our collaboration enables clients to have a better grasp on their current situation as well as action steps needed so that they can make progress towards short term and long term goals.  Once a plan is constructed, I believe it's crucial to review progress on a regular basis, make necessary adjustments and hold each other accountable. 

  • Interests
    • Yoga
    • Cheering for my Alma Mater Clemson Tigers
    • Tennis - I am not great, but I enjoy playing!
    • Reading - Anything inspirational or motivational. Please feel free to make some recommendations.
    • Pets - My dogs are Ashley (7 year old Coton) and Buddy (6 year old Mati-Poo, which is a Maltese/Poodle mix)
  • Areas of Focus
    • Retirement Planning Strategies
    • Women's Financial Strategies and Empowerment
    • Divorce Financial Planning
    • Estate Planning Strategies
    • Domestic Partner Planning
    • Saving for Education
  • Awards & Recognition: FIVE STAR Wealth Manager 2014 and 2015*
  • Qualifications
    • Member, Financial Planning Association
    • CDFA®; Certified Divorce Financial Analyst
    • ChFC®  Chartered Financial Consultant
    • Master of Business Administration
    • Bachelor of Science Degree
  • Education
    • MBA Monmouth University - West Long Branch, NJ
    • B.S. Accounting Clemson University - Clemson, SC
  • Professional Associations
    • Financial Planning Association
    • Million Dollar Round Table

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 & 2015 Five Star Wealth Managers

Phone 732-242-4001
Fax 732-242-4055