Ppc™ Walter Pardo CWS®

Walter Pardo CWS®, PPC™ is the CEO and Certified Wealth Strategist at Wealth Financial Partners, LLC, which is now affiliated with Avantax rather than IFG (Independent Financial Group).1 Here are some key details about Walter Pardo:

Professional Background

Walter Pardo has been the CEO of Wealth Financial Partners, LLC since March 2010.2 He is based in Basking Ridge, New Jersey.2 Pardo holds the designations of Certified Wealth Strategist (CWS®) and PPC™.2

Company and Affiliation

Wealth Financial Partners is now affiliated with Avantax, having recently transitioned from Independent Financial Group in May 2023.1 The firm provides comprehensive wealth management services, including:

• Tax-focused financial planning
• Wealth enhancement
• Wealth transfer
• Wealth protection
• Charitable giving

Philosophy and Approach

Pardo's approach emphasizes tax-intelligent solutions and holistic financial planning.2 He believes in providing clients with a comprehensive roadmap that is easy to understand and implement.2

Education and Additional Roles

• Bachelor of Science in Business Administration and Management from Norwich University2
• Managing Partner at WFP Tax Partners, providing tax planning and preparation services2

Recognition

Pardo received the 2019 Five Star Wealth Manager Award, presented by New Jersey Monthly & Forbes.2

Walter Pardo is known for his commitment to tax-focused planning and putting clients first, which aligns well with Avantax's philosophy.1 His recent transition to Avantax is seen as an opportunity for growth and expanded services for his clients.1