Dale A. Walters

• Certified Public Accountant
• Personal Financial Specialist
• CERTIFIED FINANCIAL PLANNER™ professional (U.S. and Canada)
• NAPFA – Registered Financial Advisor

dalew@keatsconnelly.com
Phone: 602.955.5007

Mr. Walters is a partner and the CEO of Keats, Connelly and Associates, the largest cross-border wealth management firm in North America specializing in assisting Canadians and Americans realize their dreams of a cross-border lifestyle.  Serving clients for over 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.

Dale is a former four-time World Heavyweight Karate Champion and fourth degree black belt in Judo.  Dale and his wife Charlene live in Phoenix, Arizona and have two teenage children.

Education

Bachelor of Science in Accounting, 1989

Arizona State University, Tempe, Arizona

Certifications

Investment Adviser Certified Compliance Professionalsm (IACCPsm), 2007

Center for Compliance Professionals

CERTIFIED FINANCIAL PLANNER™ (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™ (U.S.), 1985

Certified Financial Planner Board of Standards, Inc.

Awards & Recognition

Outstanding Leadership Award – AZ Family College Savings Plan Oversight Committee, 2008

Finalist for Phoenix Chamber of Commerce Small Business Person of the Year award, 2006

Top U.S. Financial Advisor – Mutual Funds Magazine, 2001 & 2002

Memberships

Hospice of the Valley – Board Member

Rotary International, Club 100 – Chair of the International Outreach Committee

National Association of Personal Financial Advisors

Financial Planning Association – International Advisory Council for the Americas, Past Chairperson

American Institute of Certified Public Accountants – Personal Financial Specialist Committee, Past Member

Arizona Society of Certified Public Accountants – Financial Planning Committee, Past Chairman

*Fee-Only financial planning firms are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products that they recommend.

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