Walter Romatowski (CFP®, CMA, MBA)
Walter Romatowski focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Hourly
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Cash Flow/Budgets/Credit Issues
- Hourly
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
Planning Specialties
Investment Planning
Retirement Planning
Investment Management
Budgeting
Goal Development
Debt Management
Cash Flow Management
Education Funding
2nd Opinions on current portfolios
Small Business Planning
Personal Income Tax Preparation
Additional Information
Over 20 year background as a CFO for mid-sized companies. Passed CFP and CMA examinations.
NAPFA Start Date
July 24, 2008