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Stephen Thompson, CFP®

Staff Planner at KeatsConnelly

Stephen Thompson, CFP® is the Staff Planner at KeatsConnelly based in United States.

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Contact Information

Last Update
07/14/2021
Business Email
****@****.***
Direct Phone
********
HQ Phone
********
Company
Location
Staff Planner at KeatsConnelly

Current Workplace

Location

United States

Industry

Investment Management

Description

KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in assisting Canadians and Americans in realizing their dreams of a cross-border lifestyle. KeatsConnelly provides advice on how Canadians can move, work or invest in the US. More specifically, we provide advice on how to effectively move across the border, reduce the Canadian exit tax, what to do with your RRSPs, cross-border estate planning, investment management, US-Canada tax planning and preparation; all to improve your cross-border lifestyle. KeatsConnelly has a subsidiary in Canada that provides portfolio management in Canada (BC, AB and ON). For more information go to www.keatsconnelly.ca. KeatsConnelly also has a subsidiary called Cross Border Tax & Accounting to provide US and Canadian tax planning and preparation. Go to www.cbta.net for more information. Our offices are in Phoenix, Arizona, Boynton Beach, Florida and Calgary, Alberta Canada. The firm's fee-only compensation model enables the company to maintain its philosophy of promoting clients'​ best at all times, while avoiding any potential conflict of interest with commissions.

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Stephen Thompson, CFP® Work Experience and Education

Work Experience

Financial Advisor
Legg Mason
Foreign Service Officer
U.S. Department of State
Staff Planner
KeatsConnelly
Financial Advisor
USAA
Financial Advisor
RBC Wealth Management

Education Background

Financial Planning

Georgetown University

Economics

Stanford University

Biology

University of Virginia

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Frequently Asked Questions regarding Stephen Thompson, CFP®

What company does Stephen Thompson, CFP® work for?

Stephen Thompson, CFP® works forKeatsConnelly - Cross Border Wealth Management

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Stephen Thompson, CFP®’s latest job experience is Staff Planner
President at KeatsConnelly

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Stephen Thompson, CFP®’s colleagues are Paul Hakimi, Barbara Madden, Karen Rogers Sim, Stephen Thompson, CFP®, Brad L Reichert, MBA, CFA, CFP®, ChFC, CLU.

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Stephen Thompson, CFP®’s role inKeatsConnelly - Cross Border Wealth Management is Staff Planner

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Stephen Thompson, CFP®’s latest education in Georgetown University

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