|
Keats, Connelly & 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 & 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 twenty five years, he has twice been named one of
the top financial advisors in the U.S. by Mutual Fund
Magazine.
Dale is active in the financial planning industry and
was appointed by the governor of Arizona to serve on the
Arizona Family College Savings Plan Oversight Committee,
where he currently serves as its chairperson. 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.
Contact Keats, Connelly & Associates |