Is a national speaker, Industry panelist, and Amazon best-selling author of The 5th Option and now recently trademarked parable The Desert Island Dilemma™.
Walter helps his audiences learn about the challenges retirees face in a modern economic environment and post-pension society. His blend of stories, humor, and financial planning theory keeps audiences entertained while learning the very latest academic research in retirement income planning. He earns rave reviews and guests often stay long after the dinner presentation has ended to continue conversations.
Walter began his career in the financial services industry in the early 1990s. Following earning his MBA Walter took a break from financial services and worked for Deloitte Consulting. During his tenure at Deloitte Consulting Walter began to see the financial strategies implemented by the best-run corporations had a heavy emphasis on reducing overall risk and opportunity cost while maximizing cash flow for shareholder value.
Walter lives in Seattle with his wife and three children. Walter is an active runner and tennis player and enjoys coaching his children’s sports and other community activities.