Msfp Robert Keats Email & Phone Number
Owner and Founder @ KeatsConnelly - Cross Border Wealth Management
Msfp Robert Keats's Location
Phoenix, AZ, US
Msfp Robert Keats's Work
- Owner and Founder @ KeatsConnelly - Cross Border Wealth Management
- Principal Owner @ KeatsConnelly - Cross Border Wealth Management
- Director @ National Advisors Trust Company
- Board Member @ Canadian Arizona Business Council
- Director and President. @ The Keats Family Foundation
- Author @ Self Counsel Press
- Owner and Founder @ Cross Border Tax & Accounting, LLC
- Member @ National Association of Personal Financial Planning Associates (NAPFA)
- President and Founder @ KeatsConnelly, ULC (Canada)
- Member @ Financial Planning Association (FPA) of Greater Phoenix
Msfp Robert Keats's Education
- College for Financial Planning
MSFP (Financial planning)
1988 - 1990 - University of Manitoba
BSc ME (Mechanical Engineering)
1968 - 1972
Msfp Robert Keats's Skills
- Estate Planning
- Writing
- Financial Advisory
- LLC
- Planning
- Income Tax
- Public Speaking
- Pensions
- Cash Flow
- International Tax
Msfp Robert Keats's Summary
MSFP Robert Keats, based in Phoenix, AZ, US, is currently a Owner and Founder at KeatsConnelly, bringing experience from previous roles at KeatsConnelly, National Advisors Trust Company, Canadian Arizona Business Council and The Keats Family Foundation. MSFP Robert Keats holds a 1988 - 1990 MSFP in Financial planning @ College for Financial Planning. With a robust skill set that includes Estate Planning, Writing, Financial Advisory, LLC, Planning and more, MSFP Robert Keats contributes valuable insights to the industry. MSFP Robert Keats has 2 emails and 1 mobile phone number on RocketReach.
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Top KeatsConnelly - Cross Border Wealth Management Employees
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ViewSteph Schief
Executive Assistant at KeatsConnelly - Cross Border Wealth Management
Phoenix, Arizona, United States22 -
ViewJodi Pinnock
Associate Planner at KeatsConnelly - Cross Border Wealth Management
West Palm Beach, FL, US13 -
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Kathy Perez-Woodman
Administrative Assistant at KeatsConnelly - Cross Border Wealth Management
Calgary, Alberta, Canada2 -
ViewMatt Lucas
Associate Cross-Border Financial Planner at KeatsConnelly - Cross Border Wealth Management
Phoenix, Arizona, United States12 -
ViewJulrica Hytchye
Paraplanner at KeatsConnelly - Cross Border Wealth Management
Phoenix, Arizona, United States11
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