Michael  Walters,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Walters, CFP®

EA

Prosperitas Financial

401 E Sonterra Blvd, Ste 375
San Antonio, TX 78258-4321
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General

Michael Walters is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Prosperitas Financial in San Antonio, TX and the surrounding communities.

Financial Advisor Experience

8+ years in the financial services industry with more to come. Obtained my CFP® designation in December 2023. I engage in holistic wealth planning for my clients in areas such as personal finances, tax-planning, estate plans, Medicare planning, and much more.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - EA

Insurance Licenses

  • Life insurance: FL,OK,TX,Texas
  • Health/disability insurance: TX,Texas
  • Fixed annuities: FL,OK,TX

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Government & Military, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Personal Taxes

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