We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Walter F. Pardo CWS®,PPC™
CEO & Certified Wealth Strategist
Walter Pardo became a Wealth advisor in 1991 and organized his first independent financial services firm in 2010, WFP Tax Partners and Wealth Financial Partners. Since that time, he has focused his efforts on offering his clients a truly independent, private wealth management experience. Walter is the CEO of WFP Tax Partners & Wealth Financial Partners. He is a Certified Wealth Strategist and Professional Plan Consultant with Series 7, 66, and 63 licenses. Walter is licensed in AZ, CA, CT, FL, GA, KS, OH, NY, NJ, IL, PA, SC, VA, and TX. He also holds active life and health insurance licenses in AZ, GA, NJ, NY, IL, KS, PA, TX, and CA (Insurance Lic# 0E05940). Walter is a Master Elite member of the Ed Slott Elite IRA Advisor Group. *Ed Slott’s Elite IRA Advisor Group is a private IRA study group of professional financial advisors. Members meet twice throughout the year for an intensive three-day workshop and training session.
Hannelore Opela, CPA
Hannelore joined WFP Tax Partners in 2021. She has been in the industry for a few decades now and brings a wealth of expertise in strategic tax planning , bookkeeping and how tax intelligent planning is important part of your overall wealth management. She is experienced in the intricacies of tax preparation for small businesses.