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David Walter (CFP®, CPA/PFS)

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

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Investment Management
Tax Planning
Retirement Planning
Special Planning for MD's

Additional Information

We offer a no-cost, no obligation "Get Acquainted meeting in person or over the phone." This meeting will give you the opportunity to learn more about us, and for us to determine which of our services best fit your needs. We look forward to hearing from you.

NAPFA Start Date

September 24, 2002

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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

50 N Tulane St Princeton, NJ 08542-6912 Phone: (609) 921-0180 Fax: (609) 921-8301
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