Dalton Financial Partners
Dalton FP is part of the new breed of financial advice businesses. We see ourselves as ‘project managers’ for our client’s financial lives and are focused on doing all we can to move our clients towards their stated financial goals and life aspirations. We believe that life should be lived to the fullest. We encourage our clients to aim high and work towards the lifestyle they aspire to, not settling for less. Most dreams are achievable with good long term planning and advice.
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Verified contacts
14
available on Kipplo
LinkedIn employees
15
1 to 10 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- PB
Paul Bugno
Financial Planner and Partner · Finance & Accounting
EmailPhone - JD
Janine Dalton
Director · General Business & Management
EmailPhone - JD
Josh Dalton
Certified Financial Planner & Director · Finance & Accounting
EmailPhone - JM
Jasmine Mortimer
Client Services and Marketing Manager · Customer/Client Service
EmailPhone - DW
Denyse Wong
Associate Adviser · Finance & Accounting
EmailPhone - LA
Luis Arguello
Financial Planner · Finance & Accounting
EmailPhone - SR
Sam Ringer
Financial Planning Associate · Finance & Accounting
EmailPhone - SM
Sarah MacEk
Financial Planning Associate · Finance & Accounting
EmailPhone - SM
Sarah Mazzaglia
Client Services Officer · Customer/Client Service
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Dalton Financial Partners
12 distinct titles indexed · top 10 shown.
- 2financial planner
- 2financial planning associate
- 1associate adviser
- 1certified financial planner & director
- 1client service representative
- 1client services - offshore team
- 1client services and marketing manager
- 1client services officer
- 1client services team lead
- 1director
- +2more titles
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