Broker Check
Dale Pieper

Dale Pieper

Senior Partner & Financial Coach

Since 2005, Dale Pieper has been empowering families to experience purpose, freedom, and abundance. His mission is to inspire and coach families on the truths of investing and design a plan that supports their purpose.

Dale coaches families in discovering their true purpose for money by transforming the investing experience, leaving them with freedom, fulfillment, and love. We live in a world of financial chaos: market volatility, information overload, and unlimited financial investments from which to choose. To achieve new results, you must begin to think in new ways, and be willing to practice an uncommon wisdom that can lead to extraordinary financial decisions. Mr. Pieper will guide you down a path that involves more education, more organization, and can provide you with the confidence and economic certainty that you are on track to fulfill on your purpose.

As a financial coach, he is committed to saving families from speculating and gambling with their money. Mr. Pieper achieved a Masters in Finance and was trained by Mark Matson on how to apply empirically tested, Nobel Prize winning investing principles. He is trained in coaching methods originated by Werner Erhard and taught by Steve Zaffron and the Vanto Group. He promises to be an unwavering stand for his clients, and to deliver over-the-top distinguished service.

With a passion for the outdoors, Mr. Pieper enjoys cycling, playing tennis, hunting, and fishing. He is a Deacon at Second Baptist Church and a member of the Houston Livestock Show and Rodeo. Mr. Pieper resides with his amazing wife Corinne and their two daughters Ashlyn and Lacey in Cypress, Texas.

Dale's Professional Background:

  • Graduate of University of Houston - Bachelors in Finance
  • Graduate of University of Thomas - Masters in Finance
  • RFP – Registered Financial Planner
  • Series 7, 63, and 66 Completion
  • Lone Star Money Resource Contributor – 1070AM
  • Friend of the Harris County Medical Society (HCMS)
  • Guardian Rising Star Award – 2008
  • Texas Monthly 5-Star Wealth Manager Award Winner
  • Leaders Club Award Winner

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0J11023