portrait of Dale M Maas

About Dale

As a financial advisor with Edward Jones, I focus on providing wealth strategies to families and small business owners. My clients trust me to help them navigate through certain life events. I want to understand what is most important to you. I specialize in establishing strong relationships and integrating personalized strategies to help you achieve your financial goals. I consider the relationships with my clients to be a lifetime partnership where they feel supported and comforted during any stage of life.

I started my practice as a financial advisor with Edward Jones in 2014 and my office is in Oceanside, CA....

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMarch 2014 to Current

Education

  • Arkansas St UnivBachelor of Science

Personal Interests

  • Active Lifestyle
  • Traveling
  • Community Outreach
  • Golfing
  • Coaching Sports

Team Members

  • Mackenzie Goodrich
    Registered Branch Associate
  • Julie Capps
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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