With over 25 years of experience, Walt has established himself as a distinguished investment advisor, primarily focusing on retirement planning. His journey began at Legg Mason in 1996, later advancing to Regional Vice President at Commerce Capital Markets, overseeing $1.2 billion in assets and 25 advisors across multiple regions.
In 2006, Walt founded Waypoint Financial Partners LLC, an ING Financial Partners affiliate, emphasizing corporate and individual retirement plans. His venture into McLaughlin Asset Management in 2011 marked a significant expansion of his expertise in 401(k) plans.
Walt's latest endeavor, Retirement Plan (k)onsultant (RPk), launched in 2020, reflects his commitment to providing high-quality, cost-effective 401(k) solutions. RPk stands out for its exclusive focus on 401(k) plans, ensuring specialized, simple, and supportive retirement plan management for businesses. As your dedicated Chief Retirement Officer, RPk promises integrity, transparency, and customized services tailored to your company's unique needs.
*Use of the AIF designation does not imply that LPL Financial or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA Plans.
*Use of the QPFC designation does not imply that LPL Financial or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA plans.