As the president of Soutas Financial & Insurance Solutions, Inc., Dale Soutas is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. Dale can be heard spreading his financial guidance on local KMJ and Power Talk radio.
Dale began his financial services career in 1985 by joining his father’s State Farm Insurance Agency in San Jose, California. There, he spent years helping families design their retirement and other wealth transfer strategies. In 1989, he relocated to the Central Valley and opened his own independent firm, Soutas Financial & Insurance Solutions, Inc.
In 1997, Dale learned how to assist families to be eligible for long-term care Medi-Cal coverage and has since helped thousands of families protect their estate from so-called spend down and estate recovery. He continues to improve his financial knowledge by keeping up with ever-changing industry standards and regulations. Dale is an Investment Adviser Representative who has passed the Series 65 securities exam and is an insurance professional (life insurance agent).
Dale is passionate about aiding families on their road to retirement. He specializes in long-term care programs for those without long-term care insurance by designing strategies that help protect their assets and make them eligible for various government programs. Additionally, Dale excels in assisting clients with asset enhancements, income planning, tax elimination and minimization strategies.
Residing in Fresno, Dale and his wife, Barbara, have four children and two grandchildren. They enjoy traveling and playing with their two golden-doodles. Dale spends his time away from the oce golfing and building, flying and repairing radio-controlled airplanes.
We are an independent nancial services rm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services oered through AE Wealth Management, LLC. Soutas Financial & Insurance Solutions and AEWM are not aliated companies.
LICENSES & ACCREDITATIONS
- Investment Adviser Representative
- Retirement Specialist
- Life/Annuity Licensed
AREAS OF EXPERTISE
- Financial Services
- Retirement Planning
- Insurance Services
- Estate Planning