About My Practice
We are dedicating to providing "Fee-Only Financial Planning and Advice for Every Day Life" to people from all walks of life, on an hourly, as-needed basis. We can answer one question, or offer a comprehensive financial plan -- it all depends on your situation and needs.
So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjoy the wealth you've already accumulated, we would be pleased to serve you.
Walt's 20 year background as a CFO for mid-sized companies gives him a broad base of expertise on which to stand. He has experience with financial planning, investing, cash management, debt management, budgeting, retirement plans, heath care and life insurance.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CMA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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