Walt joined CREATIVE in 2002. He enjoys working with successful individuals, families and business owners to provide comprehensive financial planning and advice so that they can successfully achiever their goals and objectives. Walt is a graduate of St. Joe’s Prep and Fordham University. Prior to working at CREATIVE, he worked at Gabelli Asset Management in New York. Walt is a series 7, 66 and 63 license holder. He holds an AIF (Accredited Investment Fiduciary) designation.
Walt currently resides in Ardmore, PA with his wife, Katie, and his two daughters, Audrey and Grayson. In his leisure, he enjoys golf and watching Philadelphia sports teams.