Juan Hernandez Joins KeatsConnelly

KeatsConnelly, a wealth management firm with offices in Arizona and Florida specializing in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has named Juan Hernandez its newest financial planner.

“We are pleased to have someone with Juan’s experience and education joining our team,” said Dale Walters, CPA, PFS, CFP®, chief executive officer for Keats, Connelly and Associates.

Related Downloads

REL-Hernandez Appointment.pdf

Posted in In The News
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
TRY OUR CROSS-BORDER FORUM »
Get Updates from Us
SIGN UP FOR E-UPDATES »