Dale A. Walters, CPA, PFS, CFP® (US and Canada)

Dale is a licensed certified public accountant and has earned the personal financial specialist designation, as well as being one of the few people that have earned the Certified Financial Planner™ designation in both the US and Canada.

Dale has over thirty-five years of experience and is a frequent speaker on US-Canada financial planning and tax related issues, and is the author of Buying Real Estate in the US – The Concise Guide for Canadians and is the co-author of Taxation of Canadians in America: Are YOU at risk? and Taxation of Americans in Canada: Are YOU at risk?

Having owned and operated many businesses over the years, Dale understands the needs, frustrations, and challenges business owners encounter, including structure, compensation and benefits, pricing, marketing, hiring, culture, mergers, and the successful transition of a business to the next generation of leadership.

Dale is a former collegiate wrestler and former four-time world heavyweight Karate champion. Dale holds a fourth-degree black belt in Judo and a first-degree black belt in Krav Maga.

Areas of Specialty

  • Canada-US Tax and Tax Planning
  • High Net Worth Individuals
  • Trust and Estate Planning
  • US Tax Planning and Strategy
  • Financial Planning

Industry Experience

  • Professional Services – Accounting, Consulting and Financial Planning
  • Small Business Owners
  • Real Estate Investors

Education

  • Arizona State University, Bachelor of Science in Accounting
  • Investment Adviser Certified Compliance Professional (IACCP®)
  • Certified Financial Planner™ (US)
  • Certified Financial Planner™ (Canada)
  • Personal Financial Specialist (PFS)

Awards & Recognition

  • Outstanding Leadership Award AZ Family College Savings Plan Oversight Committee, 2008
  • Finalist for Phoenix Chamber of Commerce Small Business Person of the Year award, 2006
  • Mutual Funds Magazine Top US Financial Advisor, 2001 & 2002
  • ASCPA Committee Chair of the Year, 1995

Professional Associations and Activities

  • American Institute of Certified Public Accountants
  • Arizona Society of Certified Public Accountants
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Current Business/Community Association and Activities

  • Rotary International, Phoenix Club 100 – Board Member

Past Business/Community Activities

  • Phoenix/Calgary Sister Cities Committee
  • Canada Arizona Business Council
  • Family Promise of Phoenix Board Member
  • Hospice of the Valley Board Member
  • New Song for Grieving Children Board Chair
  • Arizona Society of CPAs Financial Planning Committee Chair
  • Arizona Family College Savings Plan Oversight Committee Chair
  • Personal Financial Specialist Credential Committee Member

Selected Speaking Engagements

  • Arizona State University – Financial Management Association Club
  • Maricopa County Bar Association
  • Arizona Society of CPAs
  • Florida Institute of CPAs
  • American Institute of CPAs
  • National Association of Professional Accountants
  • National Society of Accountants
  • National Association of Personal Financial Advisors
  • Financial Planning Association