Dale A. Walters

Further information about Dale A. Walters:

Mr. Walters is a partner and CEO of Keats, Connelly & Associates, a Phoenix-based, Fee-Only, wealth management firm that assists Canadians and Americans realize their dreams of a cross-border lifestyle. Serving clients for over twenty-five years, he has twice been named one of the top financial advisors in the U.S. by Mutual Fund Magazine.

Since 2006, Consumer's Research Council of America has named Dale one of America's Top Financial Planners. He is active in the financial planning industry and was appointed by the governor of Arizona to serve on the Arizona Family College Savings Plan Oversight Committee, where he served as its chairperson. Dale is a frequent speaker and author on financial planning and tax related issues.

Dale is a four time World Heavyweight Karate Champion and fourth degree black belt in Judo. In his free time, he teaches Judo. Dale and his wife Charlene live in Phoenix, Arizona with their two children.

AWARDS & RECOGNITION
* Top Advisor - Reuters AdvicePoint, 2008
* One of America's Top Financial Planners by Consumers' Research Council of America for 2006-2008
* Finalist for Phoenix Chamber of Commerce Small Business Person of the Year award, 2006
* Top U.S. Financial Advisor - Mutual Fund Magazine, 2001 & 2002

Compensation and Fee Structures:

Fee-only, which means that we do not accept commissions, referral fees or any other type of indirect compensation.

Our clients pay us an annual retainer that is paid quarterly.

Licenses, Certifications & Affiliations:

CERTIFICATIONS:
* Investment Adviser Certified Compliance Professional(sm)(IACCPsm), 2007
Center for Compliance Professionals

* Certified Financial Planner(TM) (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(TM) (US), 1985
Certified Financial Planner Board of Standards, Inc.

MEMBERSHIPS:
* Financial Planning Association's International Advisory Council for the Americas - Past Chairperson
* Arizona Family College Savings Plan Oversight Committee - Past Chairperson
* International Association for Financial Planning - Phoenix Chapter, Past President
* Institute of Certified Financial Planners - Phoenix Chapter, Past President
* American Institute of Certified Public Accountants - Personal Financial Specialist Committee, Past Member
* Arizona Society of Certified Public Accountants - Financial Planning Committee, Past Chairman
* Phoenix Committee on Foreign Relations - Treasurer


The firm also has employees that are Chartered Accountants (Canada), Attorneys, MBAs, Masters of Tax, and Masters of Financial Planning.

Education:

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

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Further information about KeatsConnelly:

(Size of firm: 10-49 advisors)

Specializing in helping Canadians and Americans realize their dreams of a cross border lifestyle.

We assist with immigration planning, non-resident and non-citizen estate planning, retirement planning, US & Canadian tax preparation and more.

We have won awards for ethics and community service. We have been named one of the top CPA financial planning firms in the US.