Dale Shaw Email & Phone Number
Senior Advisor @ Granite Harbor Advisors
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Dale Shaw Location
- Houston, TX, US
Dale Shaw Work
- Senior Advisor @ (April 2026 - Present)
- Wealth Manager @ (August 2021 - March 2026)
- Planning Coordinator @ (January 2019 - July 2021)
- Operations Manager @ (July 2016 - January 2019)
- Associate @ Hawkins Laakso Wealth Management (January 2015 - July 2016)
- Financial Professional @ (September 2008 - June 2016)
- Lumber Team Leader @ (January 2006 - September 2008)
Dale Shaw Education
- University of Houston Downtown
Bachelor of Science (BS) (Finance)
2006-2008 - Wharton County Jr. College
Associates (General Studies)
2004-2006
Dale Shaw Skills
- Business Owner Planning
- Estate Planning Strategies
- Inheritance Tax Planning
- Life Insurance Planning
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Tax Planning
- Tax-Sheltered Strategies
- Wealth Accumulation Strategies
- Operations Management
- Tax Sheltered Strategies
- Marketing
- Leadership
- Microsoft Excel
Dale Shaw Summary
- Dale Shaw, based in Houston, TX, US, is currently a Senior Advisor at Granite Harbor Advisors. Dale Shaw brings experience from previous roles at Granite Harbor Advisors and Hawkins Laakso Wealth Management. Dale Shaw holds a 2006 - 2008 Bachelor of Science (BS) in Finance @ University of Houston Downtown. With a robust skill set that includes Business Owner Planning, Estate Planning Strategies, Inheritance Tax Planning, Life Insurance Planning, Retirement Income Strategies and more. Dale Shaw has 1 emails and 1 mobile phone numbers on RocketReach.
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