Dale A. Walters,  CFP<sup>&reg;</sup> - Financial Advisor

Dale A. Walters, CFP®

CPA, PFS

Sr. Tax Mgr.

BeachFleischman

2201 E. Camelback Rd, Suite 200
Phoenix, AZ 85018
FINANCIAL ADVISOR'S WEBSITE
(602) 792-5961 CONNECT WITH Dale
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General

Dale Walters is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BeachFleischman in Phoenix, AZ and the surrounding communities.

Financial Advisor Overview

Dale Walters has expertise in US/Canada tax and financial planning and is currently working at BeachFleischman CPAs. Dale provides tax advice and works closely with financial advisors in the community for financial planning and investment advice.

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Financial Advisor Experience

Mr. Walters is a retired planner. Dale currently works at a CPA firm advising clients on tax matters.

Dale is active in the financial planning industry and was appointed by the governor of Arizona to serve on the Arizona Family College Savings Plan Oversight Committee, where he served as its chairperson. He is the past President of the Phoenix chapters of the International Association for Financial Planning and the Institute of Certified Financial Planners. Dale previously served on the Personal Finacial Specialist designation committee and is on the editorial advisory board of the Planner, a monthly publication put out by the American Institute of CPAs. Dale is an author or co-author of three books, and is speaker on financial planning and tax related issues.

Dale is a four-time World Heavyweight Karate Champion and fourth degree black belt in Judo. In his free time, he enjoys martial arts. Dale and his wife Charlene live in Phoenix, Arizona.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - CFP - Canada

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Charitable & Planned Giving, Cross-border Planning, Business Taxes, Asset Allocation, Estate Planning, Corporate Finance, Employee Benefits, Retirement, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources