Walter Alonso

Walter is a seasoned financial advisor with over three decades of experience in the industry. Throughout his career he has held executive positions at IG and was responsible in leading a top performing team. To clients, he has provided comprehensive financial planning, philanthropy strategies and investment management services to individuals, families, and businesses. His expertise and passion lie in crafting personalized strategies to help clients achieve their financial goals, whether it be retirement planning, wealth management, or risk mitigation. With a deep understanding of market trends and commitment to delivering tailored solutions, Walter has built long-lasting relationships based on trust, reliability, and expertise.

Walter believes in giving back to the communities that we work and live in.  Throughout his career he has had the privilege of sitting on boards ranging from Education to Healthcare sectors. Being part of these boards has provided him insights to the intricacies of the donor/donee relationship.   This experience has allowed Walter to see the true value in helping clients and organizations to better understand the importance of proper professional advice.

The value of personal and career experience Walter brings to clients is complemented by his CERTIFIED FINANCIAL PLANNER® designation, which he obtained early in his career and thus is one of the longest standing CFP members in the industry.

He is an active individual who enjoys playing many sports, Walter views this business as a long lasting and enjoyable part of his life. Overall, Walter’s goal is to ensure that he leads, inspires, and gives back to everyone he has the pleasure of crossing paths with.