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Todd Walter
Professional designations
CFP, CPA, Other
Firm or Broker/Dealer name
The Joseph Group
States licensed in
Columbus
,
Ohio
Areas of expertise
Languages spoken
English
Areas of Expertise
Estate Planning
Financial Planning
Investment Management
Tax Planning
Social Security
Time Zone
It is such a privilege to be an Advisor in the Wings for Widows network. It's my hope to help give comfort during one of life's toughest seasons. Through asking good questions and implementing a simple, clear, and encouraging plan we can provide significant peace of mind and set a path for a flourishing life.
I've been blessed with a wonderful career path. After graduating Miami University in 1998 with a degree in Accounting, I moved to Indianapolis with my wife, I passed my CPA, and I gained invaluable experience with 4 years in public accounting specializing in individual income tax. I was fortunate enough to transition that individual focus to a national financial planning firm where I received some of the best training. In 2009, we moved back home to Ohio with an amazing opportunity to join The Joseph Group team in Columbus. I'm so thankful to be considered a Partner, serving alongside the best team in Columbus, loving the greatest group of clients and friends. I truly love what I do and where I do it!
My wife and I have two daughters, we live in Worthington, and are long-time members of Scarlet City Church in Clintonville.
I've been blessed with a wonderful career path. After graduating Miami University in 1998 with a degree in Accounting, I moved to Indianapolis with my wife, I passed my CPA, and I gained invaluable experience with 4 years in public accounting specializing in individual income tax. I was fortunate enough to transition that individual focus to a national financial planning firm where I received some of the best training. In 2009, we moved back home to Ohio with an amazing opportunity to join The Joseph Group team in Columbus. I'm so thankful to be considered a Partner, serving alongside the best team in Columbus, loving the greatest group of clients and friends. I truly love what I do and where I do it!
My wife and I have two daughters, we live in Worthington, and are long-time members of Scarlet City Church in Clintonville.