Robert Keats Email & Phone Number
Owner and Founder @ KeatsConnelly - Cross Border Wealth Management
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Robert Keats Location
- Phoenix, AZ, US
Robert Keats Work
- Owner and Founder @ (September 1990 - Present)
- Principal Owner @ (January 1990 - Present)
- Director @ (April 2009 - Present)
- Director and President. @ The Keats Family Foundation (October 2008 - Present)
- Author @ Self Counsel Press (January 1992 - Present)
- Board Member @ Canadian Arizona Business Council (January 2006 - November 2024)
- Owner and Founder @ (January 1998 - December 2021)
- Member @ National Association of Personal Financial Planning Associates (NAPFA) (June 1996 - November 2021)
- President and Founder @ KeatsConnelly, ULC (Canada) (February 2013 - December 2020)
- Member @ (September 1988 - December 2020)
- Member @ NAPFA (January 1997 - January 2016)
- Capt.,LORE officer @ (August 1968 - September 1976)
Robert Keats Education
- College for Financial Planning
MSFP (Financial planning)
1988-1990 - University of Manitoba
BSc ME (Mechanical Engineering)
1968-1972
Robert Keats Skills
- Tax
- Small Business
- Income Tax
- Public Speaking
- Financial Planning
- Portfolio Management
- Asset Management
- Succession Planning
- Retirement Planning
- Insurance
- Cross Border Financial Planning
- Wealth Management
- Compliance
- Business Planning
- Estate Planning
- Investments
- Mutual Funds
- Trusts
- Cross Border Business Planning
- Financial Analysis
- 401k
- Asset Allocation
- Asset Protection
- Budgeting
- Business Strategy
- Cash Flow
- Equities
- Estate Tax Planning
- Financial Advisory
- Financial Management
- Financial Modeling
- High Net Worth Individuals
- Insurance Planning
- International Tax
- Investment Advisory
- Investment Strategies
- LLC
- Pensions
- Personal Finance
- Planning
- Retirement
- Risk
- Risk Management
- Securities
- Strategic Financial Planning
- Tax Compliance
- Tax Preparation
- Trading
- Wealth
- Writing
Robert Keats Summary
- Robert Keats, based in Phoenix, AZ, US, is currently a Owner and Founder at KeatsConnelly. Robert Keats brings experience from previous roles at KeatsConnelly, National Advisors Trust Company, The Keats Family Foundation and Self Counsel Press. Robert Keats holds a 1988 - 1990 MSFP in Financial planning @ College for Financial Planning. With a robust skill set that includes Tax, Small Business, Income Tax, Public Speaking, Financial Planning and more. Robert Keats has 2 emails and 3 mobile phone numbers on RocketReach.
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