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Dale Walters

Dale Waters is partner and CEO of Keats Connelly, the largest North American cross-border wealth management firm. He holds a BS in Accounting, is a Certified Public Accountant, Personal Financial S...view moreDale Waters is partner and CEO of Keats Connelly, the largest North American cross-border wealth management firm. He holds a BS in Accounting, is a Certified Public Accountant, Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER™ Professional (US and Canada), and a NAPFA (National Association of Personal Financial Advisors) Registered Financial Advisor. He was named Top US Financial Advisor by Mutual Funds Magazine in 2001 and 2002. He lives in Arizona.view less