David Walters, CPA, CFP®
David Walters, CPA, CFP®, joined Palisades Hudson as an associate in the Scarsdale office in 2002, after receiving his Bachelor of Science in finance and accounting from New York University’s Stern School of Business. He became a client service manager in 2006, and transferred to Fort Lauderdale in August 2007. A Wisconsin native, David established the firm's West Coast presence in 2012, when he moved to metropolitan Portland, Ore. He also serves as a member of the firm’s investment committee.
David has extensive experience in the firm’s tax, investment planning, estate planning and accounting practices. Since joining the firm, David has obtained the Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ credentials.
David is the author of several Sentinel articles, including “Using A Self-Settled Trust To Protect Assets” (June 2013, co-authored with Melinda Kibler, CFP®), “Taking Control Of 401(k) Fees” (October 2012), “A Health Coverage Option For Individuals” (June 2012), “Avoiding The Partnership Technical Termination Trap” (October 2011), and “Don’t Let A ‘Crummey’ Mistake Ruin Your Trust” (June 2010).