Michael  Walters,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Walters, CFP®

Wealth Advisor

SWBC Wealth Management

9311 San Pedro Ave, Ste 600
San Antonio, TX 78216-4459
(210) 376-3117 CONNECT WITH Michael
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General

Michael Walters is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SWBC Wealth Management in San Antonio, TX and the surrounding communities.

Financial Advisor Experience

7+ years in the financial services industry with more to come. Obtained my CFP® designation in December 2023. I engage in holistic wealth planning for my clients in areas such as personal finances, tax-planning, estate plans, Medicare planning, and much more.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Texas
  • Health/disability insurance: Texas
  • Fixed annuities: Texas

Broker-Dealer Disclaimer

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Career Change, Estate Planning, Government & Military, Insurance, Life Planning, Retirement, Starting a Family, Personal Taxes

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