Broker Check
 J. Dallas McKinnon, CFP®

J. Dallas McKinnon, CFP®

President, Financial Planner

Dallas specializes in helping clients accumulate, protect, and transfer their wealth, but more importantly their values, to future generations.

In addition to completing his BA degree at Brigham Young University in Japanese and Business, Dallas later completed courses in financial planning with the College for Financial Planning.

Dallas is a Certified Financial Planner™ professional. Before opening his own firm Dallas spent 15 years at Wells Fargo Private Client Services as a Senior Vice President, Senior Financial Consultant, and Regional Manager supervising up to 25 other Financial Consultants.

Dallas has been helping clients as a Financial Planner for over 32 years. He is the principal of his firm and is affiliated with Sagemark Consulting Private Wealth Services*. Dallas is a member of the San Bernardino County Estate Planning Council and The Inland Empire Advanced Estate Planning Study Group.

Dallas is active with his wife and children, and has previously served as the Scoutmaster for the local troop of the Boy Scouts of America, a board-member of the Greyback District of the Boy Scouts of America, and a coach of his three son's AYSO soccer teams- at times coaching three different teams at once. Currently he spends time with his family scuba diving, surfing, hiking, mountain biking, camping, fly fishing, and volunteering for local charities.

*An internal Lincoln Financial Network organization of top planners who focus on clients in the high net worth market.