Managing Partner, Private Client Group
Dale Boettcher comes to Platinum Wealth Partners bringing over 30 years of experience in the financial services industry. Joining us from Morgan Stanley, his position was primarily focused on branch revenue, growth and training. He has training hundreds of financial advisors on successful practice management programs and has been frequently called as a key note speaker for many corporate events.
Dale currently holds the following designations; Retirement Planning Specialist, Chartered Retirement Planning Counselor and Chartered Mutual Fund Counselor.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
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