Jeffrey Walters, CFP®, EA
Jeff is the founder of Advisia Financial Planning. He started his career as a financial advisor in the midst of the dot com crash. Over the next 22 years he helped hundreds of individuals, families, and small business owners navigate their financial lives, create a successful retirement, and invest their life savings.
In 2022, at age 45, Jeff did something unusual and tried out retirement for himself. This season allowed quality family time, learning, and growth that would not have been possible with his prior schedule.
He also learned that pursuing meaningful work can have a profound impact on the lives of other people. While he wouldn’t change anything about the past, Jeff doesn't think he will retire again until and unless age and health overtake him. Genesis 2:15
Jeff might be one of the few financial advisors out there who has actual experience with retirement!
He is building a different type of financial planning firm that hopefully will be able to help many people who are not currently well served by the wealth management industry. The wealth management industry does a great job serving those with significant liquid wealth, who are willing to delegate the management of their investments. Advisia Financial Planning, LLC is for those that are either unable (due to not meeting minimums or their assets are illiquid) or unwilling to hand over control of their investments for an ongoing fee.
Jeff is a Certified Financial Planner™ Professional, IRS Enrolled Agent, and has a BA in Finance from Western Washington University.