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
- 1990 -now Owner and Founder @
- 1990 -now Principal Owner @
- 2009 -now Director @
- 2008 -now Director and President. @ The Keats Family Foundation
- 1992 -now Author @ Self Counsel Press
- 2006 -2024 Board Member @ Canadian Arizona Business Council
- 1998 -2021 Owner and Founder @
- 1996 -2021 Member @ National Association of Personal Financial Planning Associates (NAPFA)
- 2013 -2020 President and Founder @ KeatsConnelly, ULC (Canada)
- 1988 -2020 Member @
- 1997 -2016 Member @ NAPFA
- 1968 -1976 Capt.,LORE officer @
Robert Keats Education
- College for Financial Planning
MSFP (MSFP, Financial planning)
1988-1990 - University of Manitoba
BSc ME (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
- Writing
- Financial Advisory
- LLC
- Planning
- Pensions
- Cash Flow
- International Tax
- Estate Tax Planning
- Financial Modeling
- 401k
- Investment Advisory
- Asset Allocation
- Tax Compliance
- Asset Protection
- Equities
- Strategic Financial Planning
- High Net Worth Individuals
- Budgeting
- Investment Strategies
- Risk Management
- Wealth
- Tax Preparation
- Business Strategy
- Personal Finance
- Insurance Planning
- Risk
- Trading
- Financial Management
- Retirement
- Securities
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 MSFP, 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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Top KeatsConnelly - Cross Border Wealth Management Employees
Barbara Madden
Marketing Administrator
Phoenix, AZ, US
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