Walter  Romatowski
Walter Romatowski

Castellan Financial Advisors

Fee Only Financial Planner Located in Pleasant Hill, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

919 Reserve Dr.
Suite 105
Roseville, CA 95678

3478 Buskirk Avenue
Suite 1000
Pleasant Hill, CA 94523

2225 E. Bayshore Rd.
Suite 200
Palo Alto, CA 94303

Walt Romatowski, CFP®, is the founder and president of Castellan Financial Advisors, a Fee-Only financial planning and investment management firm.  

He is dedicated to providing objective financial planning and investment advice on an hourly, as-needed basis. Walt also provides portfolio management services.
 
His expertise includes budgeting, cash flow management, debt management, education funding, investments, and retirement planning. 
 
He is a CERTIFIED FINANCIAL PLANNER™ practitioner, has passed
the Certified Public Accountant (CPA) examination, is a Certified Management Accountant (CMA), holds an MBA degree from Wayne State University and a BBA degree from Eastern Michigan University.
 
Walt is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA).