Chat with us, powered by LiveChat
Broker Check
Walter Brown, CFP®, ChFC®, CExP™

Walter Brown, CFP®, ChFC®, CExP™

 

Financial Advisor

Walter Brown is a Certified Financial Planner™ with WestPac Wealth Partners. Walter works alongside individuals, families, and business owners nationwide to help them become the best financial versions of themselves that they can be. His goal is to provide a comprehensive service to his clients, gaining a 360-degree understanding of their lives, commitments and aspirations to guide them toward achieving multi-generational financial stability, security and success.

Walter has been active in the financial services industry since 2014. At WestPac he leads a diverse team handling every aspect of a client’s financial world, including financial organization, saving, protection, investments, tax efficiency, retirement, estate and business planning. Walter believes that forming a holistic plan where every move works in concert towards achieving the client’s financial goals is what sets him apart. Creating such a holistic plan requires an advisor who is well-versed in all areas of finance. With Series 7 and 66 investment licenses and life, health and disability insurance licenses in addition to being a Certified Financial Planner™ (CFP®), Certified Business Exit Planner™ (CExP™) and a Chartered Financial Consultant® (ChFC®), Walter checks all boxes in terms of the breadth and depth of financial expertise he brings to the table.

Walter was born and raised in Boston, Massachusetts. He achieved success as a basketball player at an early age, eventually securing a basketball scholarship and earning his degree from Boston University. His continued athletic excellence led to a 13-year professional basketball career spanning three countries (France, Switzerland, and Japan). Living and working in culturally diverse countries allowed him to develop his ability to communicate effectively and connect with people from all walks of life.

Outside of the office, Walter continues to pursue his passion for sports and staying in shape. He enjoys working out, golf, basketball, hiking, exploring the beautiful southwest, and spending time with his wife Aimee and his mother Rita.

Interested in connecting with Walter? Click here to schedule a meeting.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0L56913| 2022-132859 Exp. 01/24