Walter A. Romatowski,  CFP<sup>&reg;</sup> - Financial Advisor

Walter A. Romatowski, CFP®

MBA, CMA,

President

Castellan Financial Advisors

2225 E. Bayshore Rd., Suite 200
Palo Alto, CA 94303

Castellan Financial Advisors

919 Reserve Dr., Suite 105
Roseville, CA 95678
FINANCIAL ADVISOR'S WEBSITE
(800) 385-1787

General

Walter Romatowski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Castellan Financial Advisors in Palo Alto, CA and the surrounding communities.

Financial Advisor Overview

We are dedicating to providing "Fee-Only Financial Planning and Advice for Every Day Life" to people from all walks of life, on an hourly, as-needed basis. We can answer one question, or offer a comprehensive financial plan -- it all depends on your situation and needs.

So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjoy the wealth you've already accumulated, we would be pleased to serve you.

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Financial Advisor Experience

Walt's 20 year background as a CFO for mid-sized companies gives him a broad base of expertise on which to stand. He has experience with financial planning, investing, cash management, debt management, budgeting, retirement plans, heath care and life insurance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CMA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Corporate Finance, Employee Benefits, Insurance, Retirement, Medical & Health Issues, Personal Taxes

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Helpful Financial Planning Resources