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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

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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3478 Buskirk Avenue, Suite 1000 Pleasant Hill, CA 94523 Phone: (925) 876-0456
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Other Offices

919 Reserve Dr Ste 105 Roseville, CA 95678-1396 Phone: (916) 316-5372 Fax: (800) 886-6517
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