Life is

Tough.

TOGETHER WE ARE

Tougher.

Plan for Your Future with Trusted Financial Services in Fresno, CA

Soutas Financial & Insurance Solutions provides the most trusted comprehensive financial planning services in Fresno, CA. We are a team of experienced financial advisors and consultants dedicated to helping individuals and businesses achieve their financial goals.
Soutas Financial & Insurance Solutions offers various financial services tailored to meet your needs. Whether you need retirement planning, investment advice, or financial planning, we have the expertise and resources to help you succeed.
Work with Us for All Your Financial Needs
As a leading investment advisor in Fresno, CA, we understand that every client is unique. We take a personalized approach to financial planning. Our team of skilled financial consultants will work with you to understand your goals and help you develop a comprehensive financial plan that meets your needs.
Retirement planning is a critical part of financial planning, and we specialize in providing retirement planning services. Whether you’re just starting your career or planning to retire soon, we can help you create a retirement plan that aligns with your goals and aspirations.
Our financial advisor services are designed to help you make informed investment decisions. We provide expert advice on many investment products, including stocks, bonds, mutual funds, and more. We also offer ongoing investment management services to help you stay on track and achieve your investment goals.
Our financial planner services are comprehensive and include estate planning, tax planning, insurance planning, and more. We will work with you to develop a customized financial plan that meets your unique needs and helps you achieve your goals.
At Soutas Financial & Insurance Solutions, we pride ourselves on delivering exceptional customer service and expert financial advice. If you’re looking for a trusted financial advisor or financial consultant in Fresno, CA, look no further than Soutas Financial & Insurance Solutions Inc. Contact us today to schedule a consultation and take the first step toward achieving your financial goals.
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Dale Soutas

DALE SOUTAS

Financial Advisor

A

FUTURE

FORGED

THROUGH

ADVERSITY.

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.
After high school, Dale became an entrepreneur, opening a small, part-time business, and then moved to another state to help his brother do the same. He eventually started working at a big box firm with a family member, and although he felt limited in the services he could provide, Dale knew he wanted to stay in the financial field. He began working with a team in financial services but soon realized that their motive was to get rich quick, and their method was to take advantage of others. Because he wholeheartedly believed in doing the right thing, Dale understood that the only way he could serve his clients with maximum impact was to become independent and start his own financial practice.
Full of grit and determination, Dale forged ahead and launched Soutas Financial, a financial practice that values people, their hard work, and their futures. Dale and his team strive to provide honest, straightforward guidance, cultivating financial plans designed to fit each person’s unique life circumstances. At Soutas Financial, our client-centric philosophy allows to develop strong, trusting relationships with our clients, and our risk-averse approach is centered on protecting their assets to ensure they have a steady,reliable income in retirement.

PURPOSEFULLY

PLANNING YOUR

FUTURE.

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.

PURSUING

FREEDOM

THE

HOLISTIC

WAY.

We are driven to minimize the stress of your finances in retirement so that you can live freely. At Soutas Financial, our expertise is crafting holistic financial plans that will carry you through retirement and beyond. Our team of professionals strives to educate our clients through personalized, relevant services. As fiduciaries, we want to help you find your way to an independent, optimistic future with retirement planning, insurance, Medicare, tax management, and wealth preservation. At Soutas Financial, our mission is to empower you to gain freedom and prepare for the retirement of your dreams.

IN THE MEDIA

PODCAST