Walter started his career at JP Morgan Chase in 2009 as a Licensed Personal Banker and soon had the highest sales in San Francisco’s competitive market. He then spent five years at The Vanguard Group and three years at Charles Schwab as a Licensed Investment Consultant before circling back to where it all started with JP Morgan Chase, ending up as a Financial Advisor.
As of October 2020, Walter joined Bradley Wealth and instantly became an integral part of our family. And that’s special because Walter discovered his affinity and love for helping people live out the retirement of their dreams within his own family.
Walter’s path to becoming a Financial Advisor started with his life-changing experience of assisting his immigrant parents and his father-in-law, a Vietnam Veteran, in planning, saving, and investing for their retirements. That’s when he decided to be a teacher and help others secure their financial future.
Walter earned his associate degree from Paradise Valley Community College in 2014 and is currently working on his bachelor’s degree in Business Communication at Arizona State University. He also holds FINRA Series 7, 66, and 63 licenses.
Walter and his wife Ashley moved from San Francisco to Arizona in 2010 as newlyweds and they have since had two children, Vienna and Jack. The Megos love to travel, glamp in the mountains in their restored Airstream, and watch their hometown San Francisco Giants win, especially at spring training games.
“The best time to plant a tree was 20 years ago. The second-best time is now.” - Chinese Proverb