Joe Walters | CERTIFIED FINANCIAL PLANNER™
Joe is a second-generation Financial Advisor and the founder and principal of Legacy Wealth Management. With over 15 years experience (Morgan Stanley and Wells Fargo Advisors, LLC), Joe has been successful in assisting families and businesses in developing a sound plan that aims to build and preserve their assets.
Joe is active in the community, serving in his church and mentoring local youth. Joe lives in Sacramento with his wife, Sue, and his four sons; Mason, Ethan, Gideon, and Titus.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.