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.