Walter Pardo has been a part of this industry since 1991. He is committed to helping clients minimize tax liabilities with a focus on strategic tax planning, he provides independent and tailored solutions to help clients live their golden years with dignity.
Walter works to identify tax savings opportunities and proactively plan for next year’s taxes.
Walter is also a Master Elite member of the Ed Slott Elite IRA Advisor Group since 2011, a private IRA study group of professional financial advisors. This group meets twice a year for intensive three-day workshops and training sessions, ensuring Walter stays at the forefront of IRA knowledge and best practices.
