Walter F. Pardo

Walter F. Pardo CWS®, PPC™ is the CEO of Wealth Financial Partners & WFP Tax Partners founded in 2010. Both Firms are headquartered in the historic Liberty Corner district of Basking Ridge, New Jersey. Having graduated Norwich University: Military College of Vermont with a Bachelor of Science in Business Administration, Walter began his career in Wall Street. With over 30 years of guiding families through investment, tax & legacy planning, Mr. Pardo continues to help clients stay in control of their financial roadmap.

Walter is a Master Elite IRA advisor of Ed Slott’s Elite IRA Advisor Group℠, he also is an active member of the Elite POZ Advisor Group, a group of top advisors in the industry at helping their clients mitigate tax-rate risk and longevity risk. He is a Certified Wealth Strategist®, Professional Plan Consultant™ & holds membership of both SOFA (Society for Financial Awareness) plus the National Association of Tax Preparers (NATP.) Walter holds Series 7, 66 and 63 licenses. Walter is licensed in fourteen states and also holds active life and health Insurance licenses.

Since 1999, Walter has been a resident of Basking Ridge, with his wife, Suzanne, and two daughters, Isabel, and Natalie. Mr. Pardo is very active in his community in central New Jersey as a member of the Summit Lions club, & he served on the Board of Directors of Eversight. Since 2017, Walter has served as a member of the Board of Trustees of Loyola Jesuit Center in Morristown, New Jersey, where he is also the Men’s Retreat Coordinator for the Morristown Ignatian Spirituality Project.