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 off 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 tour 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