Walter D'Souza, AIF®

Walter D'Souza, AIF®

Director of Retirement Plans

Walter has worked as a financial advisor for more than 20 years, specializing as a retirement plan consultant. He is well-versed in retirement plans for small to mid-sized businesses and 403(b) retirement plans for nonprofit organizations. He has earned the Certified Retirement Plan Specialist (CRPS) designation from the American College of Financial Services.

Walter is a firm believer in educating people on personal finance. Through his work with nonprofits, he has had the opportunity to speak to high school and elementary school students about managing money and finance. He has also worked with first-time homebuyers on saving money, reducing debt, and avoiding financial pitfalls.

Walter lives in the South Park neighborhood of San Diego with his wife, Kimberly, and daughter, Clara. He likes to spend his weekends in the quiet desert town of Borrego Springs. He collects vintage stereos and records and has an extensive collection of both. His collection was even featured at an art gallery where he was persuaded by the gallery owner to list some of them for sale, a mistake he vows never to repeat.