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David Walters, CPA, CFP®

Client Service Manager
Portfolio Manager

David Walters, CPA, CFP®, has extensive experience in the firm’s tax, investment planning, estate planning and accounting practices. He also serves as a member of the firm’s investment committee and, as part of its Entertainment and Sports Team, provides business management to singer-songwriter Maddie Wilson. David joined Palisades Hudson as an associate in the Scarsdale office in 2002 and became a client service manager in 2006. He transferred to Fort Lauderdale in 2007, before establishing the firm’s West Coast presence in 2012, when he moved to metropolitan Portland, Oregon, where he currently resides.

David holds the Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ credentials, both of which he obtained during his time with the firm. He has been quoted as an expert on financial topics by a variety of leading publications, including The Wall Street Journal, Money Magazine, Forbes, The Portland Business Journal and Consumer Reports.

David has written many articles for the firm’s Sentinel newsletter, including:

David also authored Chapter 6, “Transfer Taxes,” for our firm’s book, Looking Ahead: Life, Family, Wealth and Business After 55; he co-authored Chapter 5, “Estate Planning,” with Melinda Kibler.

A Wisconsin native, David received his Bachelor of Science in finance and accounting from New York University’s Stern School of Business.

Phone:

(971) 240-4533

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