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Our financial advice team


Isaac Walter, Private Wealth Advisor serving the Yakima, WA area - Ameriprise Advisors

Isaac Walter

CRPC, APMA

Private Wealth Advisor

Heritage Wealth Advisors
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Women's Financial Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 Securities License
  • Series 66 License
  • Life, Health and Disability, producers License

Awards & recognition

  • Heritage Wealth Advisors, Forbes Top Wealth Management Teams: Private Wealth, 2023
  • Heritage Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
  • Heritage Wealth Advisors, Washington's Most Equitable Workplaces, #1 in 2020

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Attending my kids' sporting events

Spending time in the mountains

Reading