Dale Klebba

Financial Advisor

As a financial advisor at Safe Estate, Dale brings with him his mission and passion; to develop a strategy that keeps more of your hard-earned money throughout the three phases of your financial life. Those three phases are accumulation, preservation, and transfer of wealth. He does that thru structuring strategies that combine income with flexibility, liquidity, security and growth potential. The goal is to helping you sleep comfortably and living life to the fullest. Dale has served in the capacity as a financial advisor nearly as long as he has been married. With nearly 40 years of experience, he brings that same level of commitment to serving our clients and making sure their needs are met first and foremost.

Dale has been a guest host on the local radio financial show Open Line with host Monte Korn, and The Sunrise Side with the host of Towne Centre Financial, a gifted public orator, philanthropist and certified educator. Dale has held different positions over the years from working directly with clients to a Regional Vice President for Allianz Life. At Allianz Dale spent his time coaching & counseling with agents and brokers of the brokerage business through Independent and Banking Channels.

When Dale is not teaching individuals how to retire comfortably, he is spending his time fishing, or out on his boat with his family and friends. He values their time and enjoys cooking for them.