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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-02-2017
- Office Locations
- 1
Office Locations
About Life After Grief Financial Planning
Life After Grief Financial Planning is a fee-only financial planning and investment management firm serving grieving individuals and families in Central Florida and virtually nationwide. The practice provides objective, confidential guidance through post-loss financial decisions, including tax, estate and insurance planning and portfolio construction. Investment management emphasizes active asset allocation and risk management using diversified equities, fixed income and ETFs, with Schwab as a primary custodian.
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Owner & Executives
CHRISTOPHER DAVID DALE
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4672822
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,338,151 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,338,151 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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