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Dale Sarpard
Wealth Advisor

"Continuous progress is imperative if you want to live the life you dream of."

DALE SARPARD

Dale has always known he wanted to turn his innate passion to elevate those around him and always be a positive influence into a career path. After graduating with a degree in management and a minor in psychology from the University of Massachusetts Dartmouth, Dale became a part of the team of advisors at Trilogy Financial. Through coaching and education, he enjoys putting his clients’ interests at the center of his attention. As a Millennial, Dale hopes to offer a helping hand in correcting the lack of education and understanding of personal finances that he sees as a prominent issue in the younger generation. By doing this he is contributing to the larger cause of creating a generation that has the potential to change the world for the better. That being said, as a Financial Planner Dale is eager and excited to help those of all age ranges. He recognizes that the necessity and impact of financial planning, education, and awareness is limited to no demographic boundaries.

In his spare time, Dale is always looking to try new things and to learn from his experiences. This is important to him because he believes if you aren’t growing, you are stagnant or regressing.  Continuous progress is imperative if you want to live the life you dream of. This is the type of attitude Dale encourages his clients to take on in their financial life so they too can attain their own goals. Dale was born in Somerville, MA and grew up in the neighboring town of Arlington. He played Football, Lacrosse, and Rugby in his high school and collegiate days. These days he enjoys seeking adventure with friends and family by going to the beach, hiking mountains and exploring new cities. Dale hopes to instill the spirit of the following quote in every person he comes into contact with “A man who asks is a fool for five minutes. A man who never asks is a fool for life”.

 

Dale's Client Relationships

Dale and his team support a wide variety of clients, but here are some of the groups he has built his practice around.

MEET DALE'S TEAM MEMBERS
TOM ELKINS 
MANAGING VICE PRESIDENT 

PAUL DIO 
WEALTH ADVISOR 

MICHAEL KAYSERMAN 
WEALTH ADVISOR 

JOREGE FLORES
WEALTH ADVISOR 
 
 
CALL DALE DIRECT AT
(781) 933-6533 ext. 2644
  Strategic Partners

ASK DALE A QUESTION

 

 
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