Executive Director
SERVICES, PRODUCTS & SOLUTIONS
- Identify clients’ goals and objectives
- Identify client risk tolerances
- Design personal financial plans
- Qualified retirement plan design – 401(k), IRA, SIMPLE IRA, SEP IRA, 403(b)
- Insurance planning, both term and cash value – IUL, VUL
- Training new advisors to enter the financial industry
- Group and individual voluntary employee benefits
- Estate planning / Annuities
- Property and casualty insurance
- Medicare and Social Security / long-term care advice
QUALIFICATIONS
- International business – Brigham Young University, Arizona State University
- Securities Registrations, Series 6, 63, 22, 26, 65
- OSJ (Office of Supervisory Jurisdiction) Branch Supervisor
- Advisory Board, Global View Capital Advisors
- Investment Advisor Representative
- Licensed in most Western states
Get to Know Dale Black
Biography
Dale Black was born in Monticello, Utah and raised in Blanding, Utah. Dale learned to work hard at an early age, a trait that has stuck with him throughout his life. His father owned a motel and service station in Blanding and at the age of 8, Dale went to work for his father in his service station. At the ripe old age of 12 he was given the keys to the business as the lock-up man for his father. In addition to his work ethic, Dale also learned the importance of treating people kindly and he delighted in serving them, a characteristic that still describes him today. The lessons learned in a family-owned business have proven to be invaluable as Dale has progressed through life.
After graduating from San Juan High School, he attended Dixie College in St. George, Utah and then accepted a call to serve his church in Porto Alegre, Brazil for the next two years. There he learned to speak Portuguese fluently and later became an employee for Pan American airline as a steward and language translator. He later attended Brigham Young University and Arizona State University, majoring in international business.
Dale has been the president and CEO of four different companies all headquartered in Utah and started his own financial services business in the year 2000. He has trained many advisors over the years and has helped countless numbers of clients implement financial plans into their personal lives. He has used the values learned at an early age to bless the lives of people in many states when it comes to preparing their financial futures. Dale is a member of the Provo Chamber of Commerce and is very active in his local church and community. He is an OSJ (office of supervisory jurisdiction) supervisor for the Pleasant Grove, Utah office and serves on the advisory board and investment council for Global View Capital Advisors. He currently resides in Cedar Hills, Utah with his wife, Marlene.
Meet the Team
Our financial advisors are guided by the fiduciary principle – making decisions based upon what is in the best interest of the client. We help you design, grow and protect your personal economy, helping provide you with the peace of mind you deserve. Browse through our advisor profiles to learn more about the various services and solutions we provide to individuals, families and business owners.
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Get In Touch With Us
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Contact Information
Global View Capital Advisors
233 South Pleasant Grove Blvd., Suite 102
Pleasant Grove, UT 84062
investmentinfo@gvcaponline.com
Office: (801) 770-1290
Fax: (801) 770-1291