David Walz (BA, CFP®, MBA)

David Walz focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Financial planning for individuals and families, especially those preparing to retire or recently retired.

Additional Information

At Arcadia Financial Strategies, our objective is to help you achieve the financial and personal goals that matter the most to you  We begin by listening to your goals and concerns.  We design a personalized financial plan and recommend creative solutions. On an on-going basis, we can help you remain on track to reach your goals and deal with changes in your financial life. Our approach is professional, holistic, and confidential.

NAPFA Start Date

May 23, 1996


This Office

Suite A, 2nd Floor 830 North Blvd Oak Park, IL 60301-1357 Phone: (708) 848-4444 Fax: (815) 361-7467