The Team

Dalton and Associates
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Brett Dalton

Brett Dalton

Private Wealth Advisor

More about me...

Contact

Brett.Dalton@ampf.com

818.592.3377

Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Employee Stock Options
  • Investments

Education

Bachelor of Arts, University of Califonia, Los Angeles
CA Insurance #0D35575

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Jeff Cordova

Jeff Cordova

Branch Manager

More about me...

Contact

jeff.cordova@ampf.com

818.592.3301

Top Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investments

Education

Western Washington University BA in Economics and BS in Physics
CA Insurance #0K32531

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Kerry L Overton

Kerry L Overton

Complex Director

More about me...

Contact

kerry.l.overton@ampf.com

424.343.5119

Designations

CRPC®

Top Areas of Focus

  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning

Education

B.A. English, Connecticut College
CA Insurance #0G50423

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Our Staff

Teresa Serrano

Teresa Serrano

Client Service Associate

Wayne Gandy

Senior Operations Leader

More about me...

Contact

818.592.3307

Gerry de Soto

Gerry de Soto

Registered Client Service Associate

Practice Manager