David Walter (CFP®, CPA/PFS)
David Walter focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Investment Management
Tax Planning
Retirement Planning
Special Planning for MD's
Additional Information
We offer a no-cost, no obligation "Get Acquainted meeting in person or over the phone." This meeting will give you the opportunity to learn more about us, and for us to determine which of our services best fit your needs. We look forward to hearing from you.
NAPFA Start Date
September 24, 2002