Dale Walters, CPA, PFS, CFP®
19
Followers
Personal Information
Unternehmen/Arbeitsplatz
Phoenix, Arizona Area United States
Beruf
Chief Executive Officer at KeatsConnelly
Branche
Accounting / Auditing
Webseite
http://www.keatsconnelly.com
Info
Author of "Buying Real Estate in the US: The Concise Guide for Canadians" and co-author of "Taxation of Canadians in America," both published by Self-Counsel Press.
CERTIFIED FINANCIAL PLANNER (CFP) professional certified in both the US and Canada. Also a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
I have been the Chief Executive Officer at KeatsConnelly since 2004.
KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, AZ, Boynton Beach, FL and Calgary, AB Canada.
This is my 34th year in the prof...
Tags
keatsconnelly
oil
gas
energy
cross border
arizona
economic data
canada
Mehr anzeigen