Personal Information
Organization / Workplace
Cleveland/Akron, Ohio Area, OH United States
Occupation
Senior Vice President, Wealth Advisor
Industry
Finance / Banking / Insurance
About
Walt Sokira started managing important money in August of 1987 when the Dow-Jones Industrial Average was at 2,660, the S&P 500 Index at 329 and the NASDAQ Composite was at 451. Walt defines "important money" as the "money people give their lives卒 energies to gain. It often represents hard work, fulfillment of dreams and financial security." For over 30 years Walt has managed money for individuals, families, corporations and philanthropic organizations. He has worked for a large trust company, brokerage firm and owned his own independent Registered Investment Advisory firm for 17 years. This cumulative experience has developed into principles and beliefs that are now shared daily as the man
Contact Details
Users following Walt Sokira