Dale WaltersDale A. Walters, CPA, PFS, CFP® (US & Canada). Mr. Walters is a partner and CEO of Keats, Connelly and 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 nearly thirty years, Dale has twice been named one of the top financial advisors in the U.S. by Mutual Fund Magazine. As CEO of Keats, Connelly and Associates, Dale has led the firm to numerous awards, including Phoenix Chamber’s Impact award for Company Culture, the Alfred P. Sloan award for Workplace Flexibility, and the Better Business Bureau award for Ethics. Dale is a frequent speaker and author on financial planning and tax related issues. |
