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Stephan Walters Cfp® Email & Phone Number
Portfolio Manager
at
Sanlam Private Wealth
1 phone found
area 772
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Pretoria, Gauteng, South Africa
Company size
Who is Stephan Walters Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Stephan Walters Cfp® is listed as Portfolio Manager at Sanlam Private Wealth, a with 477 employees, based in Pretoria, Gauteng, South Africa. AeroLeads shows phone signal with area code 772 and a matched LinkedIn profile for Stephan Walters Cfp®.
Stephan Walters Cfp® previously worked as Wealth Manager at Sasfin and Financial Planner at Fnb South Africa. Stephan Walters Cfp® holds Postgraduate Diploma In Financial Planning, Financial Planning And Services from Milpark Education - School Of Financial Planning And Insurance.
Company email context
Email format at Sanlam Private Wealth
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Sanlam Private Wealth
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Profile bio
About Stephan Walters Cfp®
Experienced Wealth Adviser with a demonstrated history of working in the banking industry. Skilled in Retirement Planning, Tax, Investment Planning and Estate Planning. Strong finance professional with a Postgraduate Diploma in Financial Planning.
Listed skills include Retirement Planning, Investments, Finance, Wealth Management, and 16 others.
Current workplace
Stephan Walters Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Sanlam Private Wealth
4 roles
Stephan Walters Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Manager
Financial Planner
Aug 2015 - Mar 2020
Financial Planner
Apr 2013 - Aug 2015
2 education records
Stephan Walters Cfp® education
Postgraduate Diploma In Financial Planning, Financial Planning And Services
Bachelor Of Commerce (B.Com.), Business, Management, Marketing, And Related Support Services
FAQ
Frequently asked questions about Stephan Walters Cfp®
Quick answers generated from the profile data available on this page.
What company does Stephan Walters Cfp® work for?
Stephan Walters Cfp® works for Sanlam Private Wealth.
What is Stephan Walters Cfp®'s role at Sanlam Private Wealth?
Stephan Walters Cfp® is listed as Portfolio Manager at Sanlam Private Wealth.
What is Stephan Walters Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 772 for Stephan Walters Cfp® at Sanlam Private Wealth.
Where is Stephan Walters Cfp® based?
Stephan Walters Cfp® is based in Pretoria, Gauteng, South Africa while working with Sanlam Private Wealth.
What companies has Stephan Walters Cfp® worked for?
Stephan Walters Cfp® has worked for Sanlam Private Wealth, Sasfin, Fnb South Africa, and Liberty Group South Africa.
How can I contact Stephan Walters Cfp®?
You can use AeroLeads to view verified contact signals for Stephan Walters Cfp® at Sanlam Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Stephan Walters Cfp® attend?
Stephan Walters Cfp® holds Postgraduate Diploma In Financial Planning, Financial Planning And Services from Milpark Education - School Of Financial Planning And Insurance.
What skills is Stephan Walters Cfp® known for?
Stephan Walters Cfp® is listed with skills including Retirement Planning, Investments, Finance, Wealth Management, Financial Planning, Process Improvement, Retirement, and Microsoft Excel.
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