Meet John
John Dalton has provided client-focused financial and tax advice for more than 40 years.
He is dedicated to addressing the retirement and legacy wealth planning needs of individuals and families. He has served as an investment advisor, tax planner, and personal Chief Financial Officer for several multigenerational families.
John earned a Bachelor of Business Administration degree in Accounting and Master of Taxation degree at Baylor University. He is active in the local Chartered Financial Analyst society and has served on the Board of Governors of the Dallas Estate Planning Council.
John lives in Dallas with his wife, Lori, and travels to New York City frequently to visit their three adult children. In his spare time, he enjoys numerous outdoor activities including jogging, biking, hiking, and mountain climbing. He also participates in the choir at Highland Park United Methodist Church.
John Dalton is not registered with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services or its registered representatives.
