Financial Advisors
Scottsdale, AZ
Kris Dahl is a financial advisor with RBC Wealth Management in Scottsdale specializing in comprehensive long-term wealth management planning for individuals and families. He helps clients achieve financial security and independence by addressing both current needs and future goals, with particular expertise in retirement planning, Social Security optimization, estate planning, college savings, and retirement distribution strategies. Kris takes a holistic approach to managing wealth and welcomes new clients to experience personalized financial guidance.
Ideal for: Individuals and families seeking comprehensive wealth management, pre-retirees and retirees optimizing Social Security and retirement income, families with estate planning needs
Service area: Scottsdale and greater Phoenix metropolitan area
RBC Wealth Management Affiliation: Backed by RBC Wealth Management's institutional resources, research, and investment tools including RBC Total Wealth technology for viewing a complete financial picture across multiple institutions.
Comprehensive Wealth Planning Approach: Provides integrated planning across retirement income, Social Security optimization, estate planning, college savings, and distribution strategies rather than isolated services.
Focus on Long-Term Financial Security: Emphasizes lifetime wealth management and legacy planning, helping clients avoid estate taxes and plan for family financial security across generations.
Address: 6710 N Scottsdale Rd Suite 150, Scottsdale, AZ 85253
Phone: (480) 609-4936
Website: us.rbcwealthmanagement.com
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