Walt Mozdzer joined Foster Group in February 2018, and is a Senior Lead Advisor. Before joining Foster Group, he spent 18 years as a Senior Financial Planner. During the 1990’s, Walt worked in accounting and the retirement plan industry, gaining experience with investments and administration.
Walt graduated from Duke University in 1987, with a degree in Political Science and then spent four years in San Diego as a commissioned Navy Officer. There, he deployed to the Indian Ocean on two ships, first as Communications Officer and then as the ship’s Navigator. It was on the second ship that he served in Operation Desert Storm in 1991.
Walt became a Certified Financial PlannerTM in 2001, and a member of the National Association of Personal Financial Advisors (NAPFA) in 2005. He served on the NAPFA Midwest Board from 2014 to 2017, and currently holds a leadership role in a local Toastmasters Club.
I grew up in Boca Raton, Florida, in a family that emphasized education. My dad was a beneficiary of the GI Bill following WWII, and he wanted a better life for his two boys. Consequently, my parents sacrificed their lifestyle to put my brother and me through parochial schools for grades 1-12.
I have always tried to do the right thing for others, particularly clients, and that’s what drew me to Foster Group. The culture here is one of empowerment and enlightenment. I love the problem-solving aspects of financial planning and knowing I can make an impact on others, hopefully to drive better decisions and stronger outcomes.
My wife, Janna, and I live in Altoona, with our collie, parrots, and other animals too varied and numerous to mention. An ideal Saturday at home includes a small home or yard improvement project, prepping a great meal, walking my dog, and settling in for a good movie or some pre-recorded binge TV.
I have a tight circle of friends, avoid snap decisions, love learning new things, and believe that presenting yourself well begins with a strong sense of identity and an ability to articulate. I enjoy writing and actively seek ways to improve. I appreciate well executed alliteration and my favorite word is ‘onomatopoeia’ for obvious reasons.
B.A. Political Science, Duke University (Durham, North Carolina)
Healthy Altoona Partnership – Steering Committee Member
Regency Toastmasters Club Board Member