Walter R. Worley Iv, Cfp® Aif®

Walter R. Worley Iv, Cfp® Aif® Email and Phone Number

Wealth advisor to business owners, nonprofits, and professionals. @ W1 - Private Wealth Management
Walter R. Worley Iv, Cfp® Aif®'s Location
Arnold, Maryland, United States, United States
Walter R. Worley Iv, Cfp® Aif®'s Contact Details

Walter R. Worley Iv, Cfp® Aif® work email

Walter R. Worley Iv, Cfp® Aif® personal email

n/a

Walter R. Worley Iv, Cfp® Aif® phone numbers

About Walter R. Worley Iv, Cfp® Aif®

Walter is a Certified Financial Planner and Accredited Investment Fiduciary. Walter serves a select group of successful business owners and professionals whose goals are to protect their wealth, prolong their legacy, and enjoy a work-optional lifestyle.In addition to his clients, Walter assists the Center for Fiduciary Studies and the Certified Financial Planner Board of Standards as an examination writer and exam development expert for the CFP and AIF exams. Walter lives in Annapolis, Maryland, with his wife, Livia, and their delightful three-year-old daughter. Together, they share a deep appreciation for adventure, including a triumphant ascent to the summit of Mount Kilimanjaro on their honeymoon.Previously, Walter studied Biochemistry, Cellular Biology, and Molecular Genetics at the University of Maryland. After working as a researcher at Johns Hopkins and then as a consultant at McKesson, Walter made a career shift into financial services in 2014 where he takes pride in leveraging his academic background with a focus on research to benefit his clients.

Walter R. Worley Iv, Cfp® Aif®'s Current Company Details
W1 - Private Wealth Management

W1 - Private Wealth Management

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Wealth advisor to business owners, nonprofits, and professionals.
Walter R. Worley Iv, Cfp® Aif® Work Experience Details
  • W1 - Private Wealth Management
    President
    W1 - Private Wealth Management Sep 2023 - Present
    Annapolis, Maryland, United States
    Our goal is to make the world a better place by financially empowering individuals, families, and organizations. Financial assurance is the foundation of a life well-lived and an essential first step to instilling positive change in the world. Delivering this is our primary focus, our why, or our W1.
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  • United Planners Financial Services - Member Finra/Sipc
    Investment Adviser Representative
    United Planners Financial Services - Member Finra/Sipc Nov 2015 - Present
    Walter Worley is a Registered Representative offering securities and investment advisory services through United Planners Financial Services of America. Member SIPC, FINRA. United Planners and W1 are not affiliated.
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  • Keating Financial Services - United Planners Financial Services - Member Finra/Sipc
    Registered Assistant
    Keating Financial Services - United Planners Financial Services - Member Finra/Sipc Dec 2014 - Nov 2015
    Columbia, Maryland
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  • Keating Financial Services
    Partner
    Keating Financial Services Nov 2015 - Sep 2023
    Columbia, Maryland, United States
  • Mckesson
    Consultant
    Mckesson Aug 2013 - Dec 2014
    Washington D.C. Metro Area
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  • Johns Hopkins University
    Researcher
    Johns Hopkins University Jun 2011 - Aug 2013
    Center For Interdisciplinary Salivary Bioscience Research
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  • Johns Hopkins University
    Clinical Research Coordinator
    Johns Hopkins University Jun 2011 - 2013
    The Johns Hopkins Institute For Clinical And Translational Research
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Walter R. Worley Iv, Cfp® Aif® Skills

Relationship Management Strategic Financial Planning Retirement Planning Public Speaking Retirement Plan Consulting Estate Planning Customer Service Research Eagle Scout Asset Management Investment Advisory Financial Advisory Pension Funds 401 Retirement Savings Plans Exam Writing

Walter R. Worley Iv, Cfp® Aif® Education Details

Frequently Asked Questions about Walter R. Worley Iv, Cfp® Aif®

What company does Walter R. Worley Iv, Cfp® Aif® work for?

Walter R. Worley Iv, Cfp® Aif® works for W1 - Private Wealth Management

What is Walter R. Worley Iv, Cfp® Aif®'s role at the current company?

Walter R. Worley Iv, Cfp® Aif®'s current role is Wealth advisor to business owners, nonprofits, and professionals..

What is Walter R. Worley Iv, Cfp® Aif®'s email address?

Walter R. Worley Iv, Cfp® Aif®'s email address is wr****@****ers.com

What is Walter R. Worley Iv, Cfp® Aif®'s direct phone number?

Walter R. Worley Iv, Cfp® Aif®'s direct phone number is +141088*****

What schools did Walter R. Worley Iv, Cfp® Aif® attend?

Walter R. Worley Iv, Cfp® Aif® attended The University Of Chicago Booth School Of Business, The American College, University Of Maryland College Park.

What are some of Walter R. Worley Iv, Cfp® Aif®'s interests?

Walter R. Worley Iv, Cfp® Aif® has interest in Animal Welfare, Education, Science And Technology, Health.

What skills is Walter R. Worley Iv, Cfp® Aif® known for?

Walter R. Worley Iv, Cfp® Aif® has skills like Relationship Management, Strategic Financial Planning, Retirement Planning, Public Speaking, Retirement Plan Consulting, Estate Planning, Customer Service, Research, Eagle Scout, Asset Management, Investment Advisory, Financial Advisory.

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