DAVID WALTA, RICP
Wealth Management Advisor
David has built his practice upon the premise that if he always puts the needs of the client above all else, works hard in pursuing excellence, pays attention to detail and cultivates a strong relationship with each person then he and his clients will thrive. He is a dedicated life-long learner and a 2003 graduate from Huntingdon College in Montgomery, Alabama. David began his planning career in 2013 and over the years he has become a qualifier for the Million-Dollar Roundtable, in 2016, as well as earning the designation of RICP, demonstrating his extensive knowledge in retirement planning.
"I believe in hard work, integrity, excellence, and meaningful relationships."
David's favorite roles are husband to Lindsey and father to his 3 children. He is also an active member of Church of the Highlands. In his spare time he and his son share a passion for baseball and he is always up for a craft with his little girls. His hobbies include hunting, woodworking, Notre Dame football, Cubs baseball and spending time with friends.