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.
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.
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 and a first degree black belt in Krav Maga. In his free time, he enjoys martial arts. Dale and his wife Charlene live in Phoenix, Arizona.
When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...Read More >
In the wake of Bernie Madoff’s $50 billion Ponzi scheme, many investors have grown more concerned about the safety and security of their...Read More >
Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s...Read More >