AeroLeads people directory · profile
Walter D’Souza Email & Phone Number
I help companies and their employees manage their retirement plans
at
Osaic
1 work email found
@farmers.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
I help companies and their employees manage their retirement plans
Location
San Diego, California, United States
Company size
Who is Walter D’Souza? Overview
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Quick answer
Walter D’Souza is listed as I help companies and their employees manage their retirement plans at Osaic, a with 2395 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at farmers.com and a matched LinkedIn profile for Walter D’Souza.
Walter D’Souza previously worked as Director of Retirement Plans at Mwm Retirement Solutions and Senior Retirement Plan Consultant at Mwm Retirement Solutions. Walter D’Souza holds Chartered Retirement Plan Specialist (Crps) from College For Financial Planning.
Company email context
Email format at Osaic
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{first}.{last}@farmers.com
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AeroLeads found 1 current-domain work email signal for Walter D’Souza. Compare company email patterns before reaching out.
Profile bio
About Walter D’Souza
Walter D'souza is a registered representative and investment adviser representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA.org/SIPC.org, a Registered Investment Adviser. Financial planning services offered by Manning Wealth Management are separate and unrelated to Commonwealth. The Manning Companies 401 B Street, Suite 2300, San Diego, CA 92101. This communication is strictly intended for individuals residing in the states of AZ, CA, NV, and SC. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Listed skills include Investments, Insurance, Strategic Planning, Customer Service, and 12 others.
Current workplace
Walter D’Souza's current company
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Osaic
7 roles
Walter D’Souza work experience
A career timeline built from the work history available for this profile.
Director Of Retirement Plans
Current
Mwm Retirement Solutions
Oct 2022 - Present
Senior Retirement Plan Consultant
Mwm Retirement Solutions
Apr 2022 - Oct 2022
Account Executive - Company Sponsored Retirement Plans
Provide Retirement Plan Solutions to Small and Mid-Sized CompaniesNon-Profit 403(b) PlansProfit Sharing 401(k) PlansChurch and Educational Institution Plans
Apr 2019 - Apr 2022
Participant Account Executive
I help create, maintain and grow retirement plans for individuals and organizations. This may be with people earning the minimum wage or organizations with multi million dollar plans. Since I don't work on commission, I look for long term growth of our clients assets and relationships. Working with our clients is Win-Win proposition.Educating them instead of selling them provides us with longer term advocates for our business. Most of our clients are referred to us, not sold by our sales staff.
May 2006 - Apr 2019
Financial Advisor
Worked with Non-Profits, School Districts, Teachers and other Individuals to further their financial goals.
Apr 2003 - May 2006
Financial Services Marketing Representative
I trained and coached Farmers Agents and Financial Services Professionals to ethically market and sell insurance and financial products.
Dec 1998 - May 2003
3 education records
Walter D’Souza education
Chartered Retirement Plan Specialist (Crps)
College For Financial Planning
Fellow, Life Manaement Institute (Flmi)
Life Office Management Association
Bachelor’S Degree, Business Administration And Management, General
George Mason University
FAQ
Frequently asked questions about Walter D’Souza
Quick answers generated from the profile data available on this page.
What company does Walter D’Souza work for?
Walter D’Souza works for Osaic.
What is Walter D’Souza's role at Osaic?
Walter D’Souza is listed as I help companies and their employees manage their retirement plans at Osaic.
What is Walter D’Souza's email address?
AeroLeads has found 1 work email signal at @farmers.com for Walter D’Souza at Osaic.
Where is Walter D’Souza based?
Walter D’Souza is based in San Diego, California, United States while working with Osaic.
What companies has Walter D’Souza worked for?
Walter D’Souza has worked for Osaic, Mwm Retirement Solutions, Mutual Of America Financial Group, Valic, and Farmers Insurance.
How can I contact Walter D’Souza?
You can use AeroLeads to view verified contact signals for Walter D’Souza at Osaic, including work email, phone, and LinkedIn data when available.
What schools did Walter D’Souza attend?
Walter D’Souza holds Chartered Retirement Plan Specialist (Crps) from College For Financial Planning.
What skills is Walter D’Souza known for?
Walter D’Souza is listed with skills including Investments, Insurance, Strategic Planning, Customer Service, Microsoft Word, Microsoft Excel, Life Insurance, and Strategic Financial Planning.
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