Walter Roland IV

Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Risk Management Strategies, Estate Planning, Business Succession Planning

English

Walter Roland is an ambitious businessman who was introduced to the financial services industry at a young age. His experience began in his teenage years because of his father, who is now his business partner. Over the decades, Walter has developed a special interest in financial planning for families, entrepreneurs, and individuals with high tax exposure. The typical client experience is regarded as “Simply Holistic” because of his team’s ability to coordinate all areas of financial planning within one central location. These areas include strategies relating to: Investment Advice, Tax Planning, Retirement Savings, Risk Management, and Estate Planning. If you are interested in discussing your unique financial planning needs, please use the scheduling link provided. Walter and his team are currently accepting new clients. 

Outside of his profession, Walter values his faith, family, and traveling the most. In his most recent adventures, he summited the Grand Teton Mountain, Half Dome of Yosemite National Park, and Sky Pond of the Colorado Rockies in 2024. The last-mentioned feat was accomplished in three feet of snow, while still making an 8:00 AM client appointment the next day. 

Walter also serves as a Board Member at Sights for Hope, a nonprofit dedicated to transforming the lives of people with visual impairments and blindness by removing barriers to independence and well-being. He is also a Board Member at Lehigh Valley LaunchBox, a key player in the Invent Penn State and Lehigh Valley Entrepreneurial Ecosystem, offering programs and resources to help entrepreneurs and innovators bring their ideas to reality. 

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CRN202710-7337828

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