Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC 5000 Meadows Road, Lake Oswego, OR 97035

Dale Donaldson - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 5000 Meadows Road, Lake Oswego, Oregon, United States. Dale Donaldson holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Dale Donaldson is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those with special needs. His commitment to ethical practices and ongoing education ensures that clients receive the highest level of financial advice and support.