Chandler resident John Rice, a CERTIFIED FINANCIAL PLANNER™ professional and senior investment advisor at leading wealth management firm Keats, Connelly and Associates in Phoenix, has earned the right to use the Chartered Financial Analyst designation. Rice, who also holds a Masters in Business Administration from Arizona State University, is a member of both the Financial Planning Association and the CFA Institute and has been assisting clients with their investments since 1992.
“This designation formalizes the knowledge, skills and ethical commitment of our investment advisory professionals,” said Robert Keats, founder of Keats, Connelly, whose company specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning “It really says something grand for the high standards we hold at KeatsConnelly.”
KeatsConnelly is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. Keats, Connelly and Associates’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on KeatsConnelly, please visit www.keatsconnelly.com.
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