Dale Cebert, ChFC^®, CLU^®, CASL^® 

Dale L. Cebert, ChFC®, CLU®, CASL®, CLTC® is the President of Cebert Wealth and a highly respected leader in the financial planning industry. He is a Registered Principal and Investment Advisor Representative with LPL Financial and brings decades of experience, advanced professional designations, and a steadfast commitment to client success.

Dale earned his Bachelor of Arts in Business from the University of Central Oklahoma in 1989. He began his financial services career in 1992 with Banker’s Life and Casualty, where he quickly distinguished himself as a top performer. From 1993 to 1996, Dale ranked among the firm’s Top 10 producers nationally, and in 1997, he achieved the distinction of being the #1 producer in the United States.

In 1998, Dale founded Cebert Wealth Management, establishing a practice built on collaboration, integrity, and long-term client relationships.  

For more than 28 years, Dale has dedicated his career to helping retirees and their families pursue financial clarity and well-being. His client-first philosophy has resulted in deep, long-standing relationships and a practice driven largely by referrals from satisfied clients. As Dale notes, “I believe my success comes from focusing on my clients’ needs and helping them work toward their goals. The result of this approach has been an emotionally rewarding career.” He remains deeply committed to honoring the confidence placed in him and the Cebert Wealth Management team.

Originally from Green Bay, Wisconsin, Dale resides in Tampa, Florida, with his wife Sherrie, to whom he has been married for 33 years. They have two adult children: Shelby (27), who works at Cebert Wealth Management, and Jack (23), a pitcher within the New York Yankees organization. Outside of work, Dale enjoys sports and spending quality time with his family.