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WEALTH MANAGEMENT ADVISOR

Dalton Cunningham

CA Insurance License No. 4505113
CFP®

Dalton Cunningham is dedicated to guiding individuals and businesses towards their financial aspirations. Dalton earned his Bachelor’s degree in Personal Financial Planning from Utah Valley University, laying a strong foundation for his career in finance.

Dalton values a commitment to putting clients first, building meaningful relationships, and delivering thoughtful financial guidance. He specializes in serving small to medium sized business owners by creating personalized financial strategies designed to meet their unique needs.

Originally from Highland, UT, Dalton now resides in Sandy, UT, where he indulges his love for outdoor adventures. Whether he’s carving through powdery slopes on his snowboard or exploring Utah’s rugged canyons, Dalton finds solace and inspiration in nature’s beauty.

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 20260706731 DOFU 08/2026

WEALTH MANAGEMENT ADVISOR

Dalton Cunningham

CA Insurance License No. 4505113
CFP®

Dalton Cunningham is dedicated to guiding individuals and businesses towards their financial aspirations. Dalton earned his Bachelor’s degree in Personal Financial Planning from Utah Valley University, laying a strong foundation for his career in finance.

Dalton values a commitment to putting clients first, building meaningful relationships, and delivering thoughtful financial guidance. He specializes in serving small to medium sized business owners by creating personalized financial strategies designed to meet their unique needs.

Originally from Highland, UT, Dalton now resides in Sandy, UT, where he indulges his love for outdoor adventures. Whether he’s carving through powdery slopes on his snowboard or exploring Utah’s rugged canyons, Dalton finds solace and inspiration in nature’s beauty.

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 20260706731 DOFU 08/2026

Contact

Phone: (801) 410-5618

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Make a Life

With Us.

Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.

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Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

Securities offered through Cetera Wealth Services, LLC(doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4695 MacArthur Court, 10ᵗʰ Floor Newport Beach, CA 92660 – (949) 223-8100. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Wealth Services, LLC site at www.ceterawealthservices.com. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Information and Form CRS
Business Continuity

Securities offered through Cetera Wealth Services, LLC(doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4695 MacArthur Court, 10ᵗʰ Floor Newport Beach, CA 92660 – (949) 223-8100. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Wealth Services, LLC site at www.ceterawealthservices.com. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Information and Form CRS
Business Continuity