With over thirty years of experience in financial services, Walter works with clients in all aspects of their personal finances, with particular emphasis on retirement, tax and estate planning. Prior to joining First Financial, Walter was a principal with Legacy Financial Services, Inc., a personal financial planning and investment firm. He also served as Senior Vice President for the Federal Home Loan Bank of Boston and was an auditor with the international accounting firm of Price Waterhouse & Co. Walter earned his AB degree in economics from the College of the Holy Cross and an MBA in accounting from Rutgers University. He is President of the Belmont Lions Club, treasurer of the Town of Belmont's Senior Center Building Committee, and former treasurer of the Foundation for Belmont Education. He also is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. |