Walter is the CEO of Wealth Financial Partners & WFP Tax Partners. He is a Certified Wealth Strategist and Professional Plan Consultant with a Series 7, 66 and 63 licenses. Walter is licensed in: AZ, CA, CT, FL, GA, KS, OH, NY, NJ, IL, PA, SC, VA, and TX. He also holds active life and health Insurance licenses in AZ, GA, NJ, NY, IL, KS, PA, TX and CA (Insurance Lic# 0E05940). Walter is a Master Elite member of the Ed Slott Elite IRA Advisor Group and also a member of  SOFA (Society for Financial Awareness) a Nonprofit organization.

Walter resides in central New Jersey with his wife, Suzanne, and two daughters, Isabel and Natalie. Mr. Pardo is very active in his community in central New Jersey, and currently serves on the Board of Trustees of Loyola Jesuit Center in Morristown.

Delker has more than a decade of experience working in the financial services industry. Before joining Wealth Financial Partners, she served as Client Service Manager for the East Coast Team. Delker is responsible for managing the day-to-day operations for the firm from the San Diego office. She works closely with the team to ensure all client service requests are handled thoroughly, efficiently, and to the satisfaction of our clients.

As an integral part of the firm’s service mission, she also assists our clients with the technology interfaces needed to help our client’s access the information they require to stay informed regarding their financial plan and resources.  

Delker is a graduate of Salt Lake City College, with an AS in Office Management. She lives in San Diego with her husband, Bill, and her two sons, Billy and Nathan. On a sunny day, you will find her on a hike or at the beach.

Drew first started at Wealth Financial Partners as an intern in 2018 and then joined the team full-time in 2019. He comes to us from Penn State as an economics major with a minor in History. Drew holds an active life and health insurance license in NJ and is on track to complete his Series 7.

Drew currently resides in Berkeley Heights, NJ with his two dogs. He can be found hiking with his dogs or playing hockey. 

Before joining Wealth Financial Partners, Suzanne worked for 16 years with UBS, a multinational financial services firm with operations in more than 50 countries around the world. Suzanne rose through the ranks, starting her career as a trade input clerk and ending as an over the counter equity trader.

Suzanne attended Pace University. She is originally from Astoria, Queens but now lives in Basking Ridge, New Jersey. She is a mother of two and is active as a school volunteer.

Scott* is a Certified Public Accountant licensed to practice in New Jersey. He was a Revenue Agent with the Internal Revenue Service for over 39 years.
After a career of increasingly more challenging assignments Scott spent his last 14 years with the IRS as a Financial Products Specialist assigned to Team Audit cases examining some of the largest, most complex and diverse domestic and international companies in New Jersey. These examinations required him to give technical assistance on specific issues involving specialized knowledge of financial accounting and auditing, as well as advanced knowledge of tax law.

Scott’s particular expertise is in the area of Partnership taxation. Scott served as the Partnership Issue Specialist for New Jersey for a number of years while at IRS. He has assisted on both civil and criminal litigation and has testified as an expert witness in United States Tax Court. The last few years Scott has worked independently representing NJ taxpayers with regard to all manner of tax controversies at both the Federal and State level.

* Not affiliated with Independent Financial Group, LLC

Ritika is the newest member of our team at Wealth Financial Partners . She has worked as an IT Professional for 10 years  in India before moving to the states after getting Married . She currently resides in Basking Ridge with her husband Aman.