Dalton Bickford, CFP®, ChFC®

Dalton serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Dalton has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent broker-dealer as an associate wealth management advisor.

Dalton earned his Bachelor of Business Administration degree in finance from the University of Iowa. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, as well as a Chartered Financial consultant®, as designated by the American College of Financial Services®.

In his spare time, Dalton enjoys golfing, completing home renovation projects, attending Green Bay Packers and Iowa Hawkeyes games, and spending time with his family.