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Home > Financial Planner Directory > California > Palo Alto > Walter A. Romatowski, MBA, CMA, CFP®
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Walter A. Romatowski, MBA, CMA, CFP®

Castellan Financial Advisors

2225 E. Bayshore Rd.
Suite 200
Palo Alto, CA 94303
Phone: (800) 385-1787
Fax: (800) 886-6517
919 Reserve Dr.
Suite 105
Roseville, CA 95678

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Corporate Finance
  • Employee Benefits
  • Insurance
  • Retirement
  • Medical & Health Issues
  • Personal Taxes

 

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.

 

Experience

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
Series 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CMA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.