Dale Puruczky is a Partner of Stratos Wealth Partners, an advisor run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. Stratos is a national network of distinguished experienced financial planning
practioners spread throughout the country and powered by LPL Financial, member of FINRA/SIPC and the nation’s largest independent broker/dealer.* Dale has offices based out of Solon and Willoughby Hills, Ohio.
Dale focuses on the needs of clients who are preparing for and are retired. In addition, managing liquid assets for Corporate and Not for Profit Corporations. He utilizes a TEAM of Professionals approach including over 12 Certified Financial Planners (CFP), Estate Planning attorneys, Insurance Professionals and CPAs to provide the best strategies to his client’s. Utilizing a unique value proposition, Dale uses an ADVANCE & PROTECT investment process in order to help his clients reduce their exposure to risk, maximize risk adjusted returns and a Proactive Wealth Management Process guiding clients through the complex financial planning process.
Dale specializes in fee only investment advice using a disciplined investment methodology to identify and protect his clients against stock market risk.
Dale has been a licensed financial professional for 19 years; he earned his bachelor’s degree in Finance from Cleveland State University. He is a current board member
and development committee chairman of Lake-Geauga Recovery Centers, Inc., the past President of the Business Alliance chapter of BNI (Business Network International), a past leadership member of the Greater Cleveland United Way, a past Trustee for the Chesterland Chamber of Commerce, past board member of the West Geauga Kiwanis Club and has been granted the professional designation of Registered Financial Consultant (RFC).
A resident of Chesterland Ohio, Dale lives with his wife
Ann, their children, Emily, Isabella, Nicholas and their numerous other pets (11 as of December 31, 2012).