Walt Mozdzer (CAP, CFP®)

Walt Mozdzer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

Walt Mozdzer is a CERTIFIED FINANCIAL PLANNER™ with Foster Group and brings with him more than 19 years of experience in investment portfolio construction, as well as financial, estate, and charitable planning. He will work passionately with clients who wish to optimize their financial futures and live better lives.

Clients can benefit from his comprehensive financial planning, because Walt excels in understanding clients’ needs and goals and how they can pursue their dreams. With a niche in charitable, financial, and estate planning using complex assets, he will recommend ideas designed to enhance communities, avoid income, capital gains, and estate taxes, and leave a lasting legacy.

Additional Information

A Florida native, Walt earned his undergraduate degree at Duke University and became a CERTIFIED FINANCIAL PLANNER™ professional in 2001. He has also earned the Chartered Advisor in Philanthropy CAP(R) designation. Walt has been active in the community as a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA) while also serving on the Healthy Altoona Partnership, the NAPFA Midwest Region board from 2014 to 2017, and the board of a local Toastmasters Club.

 

Foster Group is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Foster Group is not engaged in the practice of law or accounting.

NAPFA Start Date

May 11, 2005

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This Office

6601 Westown Parkway Suite 100 West Des Moines, IA 50266-7731 Phone: (515) 226-9000