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Walter W

CFP®, ChFC®, Series 63, Series 65

Center Valley, PA

100 Plus Planning

Walter Wandall is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He is the principal of 100 Plus Planning, an independent, single-advisor firm he has led since 2023. His prior experience includes roles at Stifel, Nicolaus & Company, Commonwealth Financial Network, and several other financial firms. 100 Plus Planning provides comprehensive and project-based financial planning services to individuals, families, high-net-worth clients, and business entities. The firm focuses on written financial plans and advisory engagements without managing client investment accounts, offering guidance on asset allocation that combines passive and active strategies along with educational seminars.

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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