Dale Walters CPA, PFS, CFP

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? 

Dale is a former collegiate wrestler, four-time World Heavyweight Karate Champion and fourth degree black belt in Judo. He is currently working towards a black belt in the Israeli self-defense system of 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
• 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

• Financial Planning Association of Greater Phoenix – Board Member
• Rotary International, Phoenix Club 100 – Board Member
• Canada Arizona Business Council

Past Business/Community Activities

• Phoenix/Calgary Sister Cities Committee
• 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