Jeff Walters, CFP®
Financial Planner
On any given weekend for the better part of the year, you can find me and my wife Kathleen somewhere in the eastern half of the country, in a cold rink, watching and announcing Travel Ice Hockey games for our 3 boys. It’s great fun for the boys and the parents alike and I know I will miss it deeply when it’s over.
The rest of the time, you can find me out in the yard, trying my best not to be more than 100 yards from the Hut. Entertaining family and friends is where I gather the most joy.
As a CFP® professional, I love what I do. Decades in financial services have provided me with expertise to guide the families we work with through the relentless barrage of negativity. Being able to prepare a one-page plan with simple and concise next steps and watch our relationships grow is special.
I’ve worked a lot in my life, but years ago, the old cliché finally rang true for me. If you love what you do, then you never work a day in your life.
I’m a J-I-M – an avid fan of the Jets – Islanders – Mets
I have the heart of an educator!
I enjoy traveling, rooftop bars, and live music.
Most of all, I enjoy watching my boys play hockey and family time!
Looking for Jeff?
- Call me: 704-243-9376 (option 2)
- Email me: jeff@knowmyplan.com
- Schedule a meeting with me
- Find me on LinkedIn