Dale L. Mullin, CPA, CFP

About

Dale has over sixteen years of accounting experience as a Certified Public Accountant in addition to several years' experience in the private sector. He is primarily involved with the firm's tax department focusing on individual, estate and trust tax planning and preparation. Dale is a Certified Financial PlannerTM Professional. He is a native of Ballston Spa, New York, and attended the State University of New York at Albany, where he obtained his Bachelor of Science degree in Accounting in 1998. Dale received his Certified Public Accountant designation in New York, in 2000, and his CFP® designation in 2004. Dale is a member and former treasurer of the Estate Planning Council of Eastern NY, Inc.

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