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Megan R. Dalton, CFS®, CFP®

Megan R. Dalton, CFS®, CFP®


As a CERTIFIED FINANCIAL PLANNER™ Professional, or CFP®, Megan works with individuals and families to help them work toward achieving many diverse short and long-term financial goals. She can help simplify complex subjects such as investment, estate, tax, and insurance planning. Megan also works hard to stay current on the difficult issues facing her clients in the areas of retirement planning, social security and health related issues (Medicare/Medicaid).

Another professional designation Megan holds is as a Certified Fund Specialist or CFS®. This is the oldest designation in the mutual fund industry. It certifies an individual’s ability in selecting professionally managed investments and knowledge of the mutual fund industry.

To maintain her CFP® and CFS® certifications, she regularly attends continuing education programs and adheres to a strict code of professional ethics.

Megan is the past President for the Board of Directors of the Financial Planning Association of Southwestern Ohio. She works hard to promote the local financial planning industry through peer networking and consumer awareness activities. She stays informed about legislative and regulatory issues while also arranging continuing education programs for other advisors in her area.