Jeremy Walter
- Role
- Founder, Certified Financial Plannertm at Fident Financial, Llc
- Location
- Lancaster, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeremy Walter
Fee-only, fiduciary Certified Financial Planner® Member of the Society of…
Experience
Founder, Certified Financial Plannertm
Feb 2017 — Present
Founder of Fident Financial, LLC - a fee-only Registered Investment Advisor of Pennsylvania. I help clients get clear on their personal values and purpose and then help them align their money and invest accordingly.
Skills
- Mutual Funds
- Stewardship
- Fixed Annuities
- Finance
- Budgets
- Financial Planning
- Finra
- Strategic Financial Planning
- Wealth Management
- Financial Advisory
- Training
- Wealth
- Retirement Planning
- Leadership
- Strategic Planning
- Investments
- Retirement
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