Dale E. Buckner MBA, CFP®, AIF®

President

“Helping my clients achieve their financial goals is my passion. Every client has different needs, expectations and desires. I help them attain those dreams with traditional and alternative methods designed to suit each and every individual.”

Dale E. Buckner, MBA, CFP®, AIF®

Dale helps clients achieve their financial and life goals by doing Life Stage Planning, an advanced form of the financial planning process taught by the CERTIFIED FINANCIAL PLANNERä  Board of Standards.

Dale is President of Dale Buckner, Inc, a registered investment advisory firm.  He is securities licensed with Series 7, 24, 63, and 65 and has been insurance licensed since 1988.

Buckner has a BBA degree from Texas Tech University and a MBA from ESAN in Lima, Peru. He received the CFP® certification in 1997 and AIF® in 2013. Dale is bilingual in Spanish.

Dale hosts a weekly radio show on several stations every Saturday: KGNC AM 710 from 10:00 to 11:00 a.m., KXDJ 98.3 from 10:00 to 11:00 a.m., KPAN AM 860 FM 106.3 from 11:06 a.m. to 12:06 p.m., and 12:00 to 1:00 p.m. every Thursday on FM 107.1.

Dale published Make Money, Think Rich in 2014. His book is available on Amazon, Apple, Google, and at select book sellers worldwide in over 140 countries.

Dale supports a wide group of charities including Boy Scouts of America, Westminster Presbyterian Church, Center City Amarillo, Globe News Center for the Performing Arts, Amarillo Symphony, Chamber Music Amarillo, and the High Plains Food Bank.

Dale married Adair Melinsky in 1975. They have resided in Canyon, Texas, since 1983. Adair and Dale have two children, Cameron and Danielle. They have two granddaughters and one grandson. In his spare time, Dale enjoys gardening, fishing in Alaska and photography.