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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...voir plusDale 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.voir moins
Livres par Dale Walters
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