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Walt Mozdzer, CFP®

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Walt Mozdzer, CFP®Napfa_small
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I'm a Certified Financial Planner(tm) practitioner in West Des Moines, IA. At the core, I offer sound financial strategies for clients both accumulating assets as well as those living on their money. I offer Integrated financial planning to those seeking unbiased advice and investment management is a close second. I am currently advising business owners, corporate executives and retirees among others. My areas of focus include retirement plan analysis as well as charitable estate planning.

I work on a fee-only basis and I'm an active member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA). My alma mater is Duke University and I served a four-year stint in the U.S. Navy as a surface line officer. I currently live with my wife, two dogs, three parrots and a multitude of saltwater fish.

Real Name:
Walt Mozdzer, CFP®
Join Date:
7/16/09
Employer:
Syverson Strege & Company
Title:
Wealth Coach
Looking for:
Networking

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