Company

The Walters Institute

Financial Services United States 4 employees

Employees: 4
Contacts: 2
Emails: 2
Phones: 1

thewaltersinstitute.org LinkedIn

The Walters Institute Overview

Headquarters: United States
Website: thewaltersinstitute.org
Industry: Financial Services
Employees: 4
Founded: 2010
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Cost Reduction Strategies Career Planning Tax Planning Opportunity Zone Capital Gains Strategies Installment Sales Charitable Planning Captive Estate Planning

About The Walters Institute

Heath Walters is a strategic tax planning specialist who partners with financial advisors to recommend and deliver specialized tax, investment, and legal/estate strategies for their high-net-worth clients. With over 10 years of experience as a CPA and Certified Tax Coach, Heath helps financial planning firms set themselves apart to their ideal clients through coaching and specialized services to complement traditional financial planning. Heath’s proven process for client acquisition has led to many advisors doubling their revenue in as little as 24 months. To learn more, please visit http://TheWaltersInstitute.org

The Walters Institute Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage
Phone contacts: 1; 50.0% coverage

The Walters Institute Org Chart

Sample employees and titles

Name	Title	Location	Contact
Heath Walters, Cpa, Ctc	I Help Financial Advisors Attract and Close More Hnw Prospects Through Strategic Tax Planning.	Greater Tampa Bay Area, United States	Email Phone
Jorge Aponte, Mba	Founder @ Green Dog Solutions - Mba, Strategic Tax Planning, Accounting and Bookkeeping	Wesley Chapel, Florida, United States	Email