STATISTICS SHOW HOW OVERWHELMING SUDDEN WEALTH CAN BE. NAVIGATING IT HAPPENS TO BE OUR SPECIALTY.

Walter spent 20 years in the investment management industry, providing financial and investment advice to wealthy clients. During his time in corporate America, he noticed a recurring pattern of dysfunction within the families he served. He decided to start a company that focused on improving family dynamics, and being a family advocate, and has a deep understanding of the financial and direct impact in both those areas. Thus, Family CFO was born.

As an industry insider, Walter brings a comprehensive understanding of finances and financial products. He combines that with a remarkable aptitude for conflict resolution. As a result, he is able to convey complex financial information in a manner that each member of the family can understand, while also helping families deal with the ramifications of financial decisions.

Walter has spent 18 years as an adjunct financial educator teaching at prestigious universities around the world, including the University of California Berkeley, the University of California Los Angeles, Arizona State University, DePaul University, Texas Christian University, University of Nevada Las Vegas, University of San Diego, University of California Santa Cruz, University of California Davis, and Tecnológico de Monterrey.  

He has spent most of his career studying the keys to a sound investment process, educating others about financial literacy, and helping clients establish necessary structures within their families. He is also the author of the upcoming book "Overcoming The Big Mistake". Most of all, Walter is committed to communicating and teaching the many lessons he and others have learned in the quest for wealth and happiness—keeping wealth without losing oneself or losing loved ones.

Families often struggle with how to navigate, negotiate, and select from the endless options that are presented to “solve their problems.” Wealth creators are at an inherent disadvantage to the industry because they create their wealth in an industry other than financial. Walter and his team are experienced professionals who provide sanity, control, and systems to the complex affluent family. He can bring independence, cost control, and simplicity to you and your family.