Dale D. Flick, CFP^®, CIMA^®

Dale Flick is a Senior Vice President and Financial Advisor at Baird. As an early adopter of the advisory business model, Dale has consistently focused on personalized strategies that align with each client’s unique goals and priorities. His approach emphasizes clarity, confidence, and long-term security, ensuring clients feel empowered to make informed decisions about their financial future. For more than 40 years, Dale has cultivated meaningful relationships based on trust and the things that matter most to his clients.

Dale’s commitment goes beyond numbers—he builds meaningful, multigenerational relationships rooted in trust and transparency. His expertise spans wealth management, retirement planning, estate strategies, and risk mitigation, making him a trusted partner for high-net-worth individuals, business owners, and families seeking enduring financial success.

In 1990, Dale earned the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in Denver, Colorado. In 2000, Dale completed the Certified Investment Management Analyst® (CIMA®) designation through The Wharton School, University of Pennsylvania. Dale is also a member of the Investments and Wealth Institute.

Personal Background

Dale was born in Spokane, Washington, and grew up in Cashmere, Washington. After graduating from Washington State University in 1982, Dale moved to Portland, Oregon, and has proudly called the Pacific Northwest home ever since.

A Few Personal Insights

What I Love Most About My Work: Building meaningful relationships with clients and helping them achieve clarity and confidence in their financial lives.