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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Our Team

Dale Immekus

Owner, Financial Advisor

(209) 625-8755

Dale@dedicated-plan.com

Because of my passion to have a positive impact on the lives of people that I work with, I changed careers after 26 years in the institutional and wholesale, food and beverage industry. So in 2006 I obtained my insurance license and a year later my securities license and began my new career. After working for some time in the corporate financial world decided to open an independent firm in February of 2012 and founded Dedicated Financial Services.

Being independent for me is critical because my goal is to truly help people and not focus on the bottom line which large corporations tend to do. As an independent we do not have any quotas, no proprietary products and no reason to do anything except that which is best for our clients.

My staff and I look forward to the opportunity to serve you.

Achievements and Affiliations:

Accredited Wealth Management Advisor from the College of Financial Planning 2013

 

Lodi Chamber of Commerce:

Current board member Chair, Finance committee, Government Relations committee, Economic Development vision action team University of the Pacific Non-profit board certification Lodi Leadership Class of 2014

 

Faith Community Church of the Nazarene:

Board of Directors 

John Maxwell Leadership program Diploma 2017

Numerous leadership and service positions

 

* Entities listed above are not affiliated with Independent Financial Group LLC. 

Charles Immekus

Financial Advisor

(209) 625-8755

Charles@dedicated-plan.com

After serving in the United States Army for over 10 years and working in the defense industry for a few more, I joined Dedicated Financial to continue serving my community. I absolutely love helping people, and financial planning gives me that opportunity. Helping families chart a path toward their goals and seeing them realize those goals is unbelievably satisfying. I appreciate the opportunity to work with clients that are similarly service minded such as police, first responders, military, linemen, and other skilled trades. My background helps me understand the sacrifices they make to support their families, and it is a joy to serve those that serve.

Education

B.S. Business Administration concentrated in Finance, CSU East Bay

Minor in History

SALUTE Veterans National Honor Society

 Non-Profit Affiliations

Secretary, Veterans of Oakley