Dale Walters, CPA/PFS, CFP®
3336 N. 32nd Street, Suite 100, Phoenix, AZ 85018
FAX: (602) 224-5874
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.
Awards & Recognition