Dallas J. Traser
CFP®, MOL
Financial Advisor
At Savant, our goal is to help people feel secure and empowered regarding their financial future. I am extremely proud to be part of a company that cares so much about people.
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Education &
Dallas is a financial advisor in Savant’s Rockford, IL headquarters.
As a CERTIFIED FINANCIAL PLANNER® professional, Dallas is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Dallas has been involved in the financial services industry since 2022. Prior to joining Savant, he worked for Collins Aerospace.
Dallas earned a bachelor of arts degree in psychology from Clarke University in Dubuque, IA, and a master of organizational leadership (MOL) degree from the University of Saint Francis in Ft. Wayne, IN.
Dallas has an older sister in Ft. Wayne. He and his family enjoy going on walks at Rock Cut State Park, running, and spending time with friends.
Education &
Designations
- Clarke University
Bachelor of Arts in Psychology - University of Saint Francis
Master of Organizational Leadership (MOL) - CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.