Walt Mozdzer, CFP®, CAP
Des Moines, Iowa Financial Planner

Walt Mozdzer is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Fee-only Planner with Syverson Strege & Company in West Des Moines, Iowa.  He develops and updates financial and investment plans, making sense out of what can sometimes look like a scatter board of assets and income streams.  Most of Walt’s clients are business owners, corporate executives, or retirees between the ages of 50 and 80 with moderately complex financial circumstances.   He is a member of the National Association of Personal Financial Advisors (NAPFA), an association of fee-only financial planners who’ve each demonstrated competence in preparing financial plans using a rigorous peer-review process.  Walt is also a current member and past board member of the Financial Planning Association (FPA) local chapter and belongs to the International Association of Advisors in Philanthropy (AIP), a circle of financial advisors dedicated to examining and optimizing philanthropic planning with their clients. He has earned the Chartered Advisor in Philanthropy (CAP) designation.  A graduate of Duke University, he has been quoted in The New York Times, Money, SmartMoney, and other national and local websites and print media.   Currently, Syverson Strege and Company, and subsidiary Sherpa Investment Management, provide investment advice on nearly $300 million of client money.

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