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Robert K
CFP®, Series 63, Series 65
Phoenix, AZ
Keats, Connelly & Associates, Inc
Robert Keats is a CFP® with over 31 years of experience in financial planning. He is the principal advisor at Keats, Connelly & Associates, Inc, an independent firm based in Phoenix, AZ. His career includes long-term roles at Keats Connelly & Associates Inc. and National Advisors Trust Company Ltd. Keats, Connelly & Associates specializes in fee-for-service financial planning and consulting for high-net-worth individuals with U.S.–Canada cross-border financial needs. The firm delivers comprehensive written plans addressing taxation, estate, immigration, and related issues, while referring clients to independent advisors for investment management.
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