Dalton Engle
About Dalton Engle
Dalton Engle is a paraplanner currently employed at Creative Planning in Kansas City, Kansas. He has previous experience as an intern at Legacy Financial Strategies and Vanguard, and he holds a Bachelor of Science in Personal Financial Planning from Kansas State University.
Work at Creative Planning
Dalton Engle currently serves as a Paraplanner at Creative Planning, a role he has held since 2023. In this position, he is involved in supporting financial planners by preparing reports, conducting research, and assisting with client communications. His work contributes to the overall efficiency and effectiveness of the financial planning process within the firm, located in Kansas City, Kansas.
Previous Experience at Legacy Financial Strategies
Before his current role, Dalton Engle interned at Legacy Financial Strategies, LLC in 2021 for a duration of two months. During this internship, he gained practical experience in financial planning and client management, which provided him with foundational skills relevant to his career in the financial services industry.
Internship at Vanguard
In 2022, Dalton Engle worked as a C2C-Advice Intern at Vanguard for two months. This internship allowed him to further develop his expertise in financial advising and client interactions, enhancing his understanding of investment strategies and client service within a leading financial institution.
Education and Expertise
Dalton Engle earned a Bachelor of Science in Personal Financial Planning from Kansas State University, where he studied from 2020 to 2022. Prior to that, he completed an Associate of Science in Business Administration and Management at Barton Community College from 2018 to 2020. His educational background equips him with the knowledge and skills necessary for a career in financial planning.