Keats, Connelly and Associates is a financial planning firm with offices in Phoenix, Arizona and West Palm Beach, Florida. We specialize in managing the complexities of accumulated wealth and U.S. / Canadian cross border planning through an integrated approach including: financial, investment, tax, estate and business planning, as well as the detailed management of all your financial records and accounts.

Our Fee-Only compensation model enables us to maintain our philosophy of promoting our clients’ best interests at all times while avoiding any potential conflict of interest with commissions.

Our mission is to help individuals from the U.S. and Canada, determine and achieve their financial and life planning goals through a comprehensive financial planning process. Our role is that of an independent and trusted financial counselor, providing personalized service with uncompromising integrity.

Mr. Dale A. Walters, Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner™ (US and Canada), is Chief Executive Officer of Keats, Connelly and Associates, a Phoenix-based, Fee-Only*, financial planning firm specializing in managing the complexities of accumulated wealth and U.S./Canadian cross-border planning.

Serving clients for over thirty years, Dale has twice been named one of the top financial advisors in the US by Mutual Fund Magazine, and 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 US-Canada financial planning and tax related issues. He is also the author of Buying Real Estate in the US – The Concise Guide for Canadians. More information about the book can be found at www.buyingrealestateintheus.ca

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.

Dale is a Bachelor of Science in Accounting from Arizona State University, Tempe AZ and was named the top U.S. Financial Advisor by Mutual Fund Magazine, 2001 & 2002.

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