Please be advised, starting Feb. 1st 2026, our new address will be 5740 North Palm Ave., Suite 105, Fresno, CA 93704
Please be advised, starting Feb. 1st 2026, our new address will be 5740 North Palm Ave., Suite 105, Fresno, CA 93704
Our team of expert financial planners and consultants is dedicated to offering numerous financial services, including:
Retirement Planning and Income Solutions
Wealth Management and Investment Advisory
With years of experience in the financial industry, Soutas Financial & Insurance Solutions has built a reputation for providing top-notch financial consulting and advisory services in Fresno, CA. Our commitment to excellence and personalized approach sets us apart from other financial planning companies. Whether you need assistance with retirement planning, investment advice, or comprehensive financial planning, our financial advisor team is here to guide you every step of the way.
Contact us today to schedule a consultation and take the first step toward a secure financial future with Soutas Financial & Insurance Solutions.
Dale Soutas has an optimistic spirit and a fierce sense of determination. His journey through life has not been easy, and he had to learn grit the hard way through a series of health struggles as a child. These difficulties helped him develop persistence, which still impacts his life today. While growing up, Dale realized that difficult times don’t last forever, and he had two choices: continue to be bitter and angry or work hard and remain optimistic. He chose the latter.
As a fiercely independent financial advisory, we have built a practice that focuses on putting our clients at the center of our work. We understand the financial sector is complicated by design, and we want to simplify concepts that will most benefit the client and maximize financial gain. At Soutas Financial, we strive to provide honest, transparent guidance so you can feel confident making informed financial decisions about your future. We work diligently to impact our client’s unique needs by offering personalized, holistic financial plans.
We help grow your portfolio by creating a personalized investment strategy based on your financial goals, risk tolerance, and time horizon. We continuously monitor market trends, diversify assets, and make adjustments as needed to maximize returns while managing risk effectively over time.
We tailor retirement income strategies based on your current stage of life. Whether you are nearing retirement, or already retired, we design income sources three main ways: 1) Pay-Check to cover your needs with inflation to age 100, 2) Play-Check to do all the fun things you’ve dreamt of in retirement & 3) Care-Check to cover Long-Term Care without the need for costly Long-Term Care insurance. All of this to ensure steady and reliable income throughout your retirement years.
We recommend reviewing your financial plan at least once a year or whenever there are major life or financial changes. Regular reviews allow us to adjust strategies, address new goals, and ensure your plan remains aligned with current market conditions and personal circumstances.
Our approach focuses on developing a reliable, predictable & solid income stream to maintain your lifestyle which can free other assets to achieve steady and sustainable growth over time. We help clients manage and grow wealth through diversified investment strategies, regular portfolio reviews, and proactive adjustments.
While keeping your goals in focus, we actively monitor market conditions and make strategic adjustments to your financial plan when needed. This may include rebalancing portfolios, shifting asset allocations, or updating strategies to reduce risk and take advantage of new opportunities.
