Advisor profile


My approach

Cason Dalton - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Cason Dalton - My approach photo

Areas of focus

  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.B.A. - Finance; University of Georgia

Interests

I embark on at least one scuba diving trip each year and I play classical/jazz guitar with a local ensemble, performing at community centers, libraries and senior living facilities.

I'm also passionate about college athletics, particularly my alma mater, the University of Georgia. Go Dawgs!

Community participation

I volunteer monthly for the East Bay SPCA (Oakland, CA) at their Pet Food Pantry, sorting and distributing food for eligible Alameda & Contra Costa County residents. I believe pets bring a singular joy that simply cannot be overestimated and helping to provide for the proper care and feeding of our furry friends ensures more people and families can experience the love and companionship that only a pet can provide.

I also help collect donations in the Walnut Creek/Lafayette/Pleasant Hill area for the SPCA and other animal rescue organizations.