Dale Walters

     

Dale Walters, CPA®/PFS®, CFP®
KeatsConnelly
3336 N. 32nd Street, Suite 100, Phoenix, AZ 85018
PHONE: (602)955-5007
FAX: (602) 224-5874
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Dale is a partner and CEO of KeatsConnelly, the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle.  Serving clients for over thirty years, Dale was twice named one of the top financial advisors in the US by Mutual Fund Magazine, and has led the firm to numerous awards, including being named one of Arizona’s Most Admired Companies, Phoenix Chamber’s Impact award for Company Culture, the Alfred P. Sloan award for Workplace Flexibility and the Better Business Bureau award for Ethics.  He is a frequent speaker on US-Canada financial planning and tax related issues, and is the author of Buying Real Estate in the US – The Concise Guide for Canadians and co-author of Taxation of Canadians in America: Are You at Risk?

Dale is a former four-time World Heavyweight Karate Champion and fourth degree black belt in Judo.


Education
Bachelor of Science in Accounting, 1989
Arizona State University, Tempe, Arizona

Certifications
Investment Adviser Certified Compliance Professionalsm (IACCPsm), 2007
Center for Compliance Professionals
 
Certified Financial Planner™ (Canada), 2000
Financial Planners Standards Council of Canada
 
Personal Financial Specialist, 1996
American Institute of Certified Public Accountants
 
Certified Public Accountant, 1992
Arizona Board of Accountancy
 
Certified Financial Planner™ (U.S.), 1985
Certified Financial Planner Board of Standards, Inc.

Awards & Recognition
 
Outstanding Leadership Award – AZ Family College Savings Plan Oversight Committee, 2008
Finalist for Phoenix Chamber of Commerce Small Business Person of the Year award, 2006
Top U.S. Financial Advisor – Mutual Funds Magazine, 2001 & 2002

Memberships
Hospice of the Valley – Board Member
Rotary International, Club 100 – Chair of the International Outreach Committee
National Association of Personal Financial Advisors
Financial Planning Association – International Advisory Council for the Americas, Past Chairperson
American Institute of Certified Public Accountants – Personal Financial Specialist Committee, Past Member
Arizona Society of Certified Public Accountants – Financial Planning Committee, Past Chairman