Background
Walter serves a select group of successful business owners and professionals whose goals are to protect their wealth, prolong their legacy, and enjoy a work-optional lifestyle.
In addition to his clients, Walter assists the Center for Fiduciary Studies and the Certified Financial Planner Board of Standards as an examination writer and exam development expert for the CFP and AIF exams.
Walter holds the following professional designations:
Certified Private Wealth Advisor®
CERTIFIED FINANCIAL PLANNER™
Accredited Investment Fiduciary®
Walter lives in Annapolis, Maryland, with his wife, Livia, and their delightful three-year-old daughter. Together, they share a deep appreciation for adventure, including a triumphant ascent to the summit of Mount Kilimanjaro on their honeymoon.
Previously, Walter studied Biochemistry, Cellular Biology, and Molecular Genetics at the University of Maryland. After working as a researcher at Johns Hopkins and then as a consultant at McKesson, Walter made a career shift into financial services in 2014 where he takes pride in leveraging his academic background with a focus on research to benefit his clients.
Learn More About Me
If you had a million dollars to spend, what would be the first three things you would buy?
Honestly, I would probably end up doing something responsible, like investing. However, for the sake of discussion, there are a couple of things to splurge on. I would enjoy a fine espresso machine, maybe some new powder skis, and a million dollars would buy plenty of airplane tickets to Europe, South America, and New Zealand for epic skiing adventures with friends.
What’s the most likely place people could find you on a Saturday night?
I like to go for long runs on Saturday and relax after. So, I can almost guarantee you that I will be at home, in my dimly lit kitchen, listening to jazz probably reading.
Which would you pick: Living on the beach or living near the mountains?
Livia is a big fan of the beach and together we really enjoy skiing, so I think we would have to go back and forth.
Imagine being approached by a genie who offers you three wishes. What might those wishes be?
Good health, more time with family and more empathy for those in the world.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
In no particular order:
- Slow down
- Run more miles
- Talk with your parents each day
- Meditate more
- Try to worry and want less.
- We are shaped by our thoughts; we become what we think.
- A disciplined mind brings happiness