Walter H. Riester, Jr. MBA, CFP®

Private Wealth Advisor
346 Commercial St.
Boston, MA 02109

Walter is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and
completed the Financial Planning Certificate program at Boston University.
Walter holds his General Securities Representative (Series 7) registration with
LPL Financial and Uniform Combined Registered Investment Advisor (Series
66) registration with LPL Financial and Flagship Harbor Advisors. He also
holds his Life and Health Insurance license.
Walter earned a B.A. in Economics from Colgate University in Hamilton, New
York. Also, he received an MBA with a concentration in Finance from the Stern
School of Business at New York University.
Before joining Flagship Harbor Advisors, Walter served as a financial advisor at
another Massachusetts based advisory firm. He has more than 20 years of
experience in the financial advisory industry. Walter works with high net worth
individuals and families to help them manage their financial goals. He is
experienced in retirement planning and tax management strategies. Walter
builds long-lasting client relationships by educating them and providing his
clients with top-notch attention throughout the planning process. Above all,
Walter believes in listening to and understanding his clients needs and financial
Walter resides in Lynnfield, MA with his wife Barbara and their three children
Scott, Carleton, and Jennifer. He enjoys watching his children compete in
collegiate tennis, snow skiing in the winter, and plays year-round competitive
tennis in his spare time.

Phone (978) 395-5594