Who We Are
Walt Romatowski, CFP®, is the founder and president of Castellan Financial Advisors, a Fee-Only financial planning and investment management firm.
He is dedicated to providing objective financial planning and investment advice on an hourly, as-needed basis. Walt also provides portfolio management services.
His expertise includes budgeting, cash flow management, debt management, education funding, investments, and retirement planning.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Management Accountant (CMA), holds an MBA® degree from Wayne State University and a BBA degree from Eastern Michigan University.
Walt is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA).
The Garrett Planning Network is a premier organization of professional, Fee-Only financial advisors, dedicated to providing independent, objective, financial planning and advice, to people from all walks of life, on an hourly as-needed basis.
NAPFA is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers look to NAPFA for access to financial advisors who meet the highest standards for professional competency. Its' members are required to meet significant continuing education requirements.
The FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to helping people make smarter decisions to achieve their goals and dreams.
Walt has served on the Board of Directors for the Northern California chapter of the FPA.