Walter A. Romatowski
Castellan Financial Advisors
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: President
Offering advice since: 2007
Areas of expertise:
- Business planning
- Educational Planning
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- Securities
Further information about Walter A. Romatowski:
Walt Romatowski, MBA, CMA, CFP(R), is the founder and president of Castellan Wealth Management, Inc., a Fee-Only financial planning and investment management firm, located in Roseville, California.
He is dedicated to providing objective financial planning and investment advice on an hourly, as-needed basis. Walt also provides portfolio management services.
His 20 year background as a CFO for mid-sized companies brings expertise with financial planning, investing, cash management, debt management, budgeting, retirement plans, health care & insurance.
He is a CERTIFIED FINANCIAL PLANNER(TM) practitioner, has also passed the Certified Public Accountant (CPA) examination, is a Certified Management Accountant (CMA), holds an MBA degree from Wayne State University and a BBA degree from Eastern Michigan University.
Walt is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Roseville Chamber of Commerce.
Walt serves on the Board of Directors for the Northern California chapter of the FPA.
Compensation and Fee Structures:
Fee Only Hourly Financial Planning Financial Planning on a Retainer basis.
Portfolio Management, based on a % of assets managed
Licenses, Certifications & Affiliations:
Certified Financial Planner (CFP) Passed Certified Public Accountant (CPA) examination.
Certifed Management Accountant (CMA)
Member of National Association of Personal Financial Advisors (NAPFA)
Member of the Garrett Planning Network.
Member of the Financial Planning Association (FPA)
Education:
MBA - Wayne State University
BBA - Eastern Michigan University
Will provide references upon request?
No
Further information about Castellan Financial Advisors:
(Size of firm: 0-9 advisors)
Castellan Wealth Management, Inc. is a Fee-Only Registered Investment Advisory Firm.
Fee-Only firms are compensated exclusively by their clients, and as such, do not accept any form of commissions or payments from brokerage firms or mutual fund companies.
This format allows us to provide objective advice in a conflict-free environment, which assures you that we are always working in your best interest.
We recently opened an office in Palo Alto. The address is:
2225 E. Bayshore Rd., Suite 200
Palo Alto,CA 94303
Phone: (800) 385-1787
Contact Information for Walter A. Romatowski
Phone: (916) 316-5372
Please support us by letting this advisor know you found them through Boomerater
Fax: (800) 886-6517
Address for Walter A. Romatowski:
300 Harding Blvd.
Suite 103
Roseville, CA, 95678
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