Broker Check
Walter R. Worley IV, CFP®, AIF®

Walter R. Worley IV, CFP®, AIF®

Registered Representative of United Planners Financial Services
Investment Advisor Representative of United Planners Financial Services, a Registered Investment Advisor

Securities Registrations:
FINRA Series 7, FINRA Series 66

State General Securities Registrations:
CT, GA, MD, FL, SC, VA

Insurance Licenses:
Life Insurance, Health Insurance, and Variable Insurance in Maryland

Professional Designations and Certifications:

CERTIFIED FINANCIAL PLANNER™ CFP®

Accredited Investment Fiduciary® AIF®

 



Originally from Maryland Walter graduated from the University of Maryland – College Park with a B.S. in Biology where his program was focused on the study of Cell Biology & Molecular Genetics. Upon graduation Walter worked at Johns Hopkins University before moving on to McKesson, a Fortune 10 company where he served in a sales and relationship management role.

In the fall of 2014, Walter joined in partnership with his father Walter R. Worley III and together they have grown a successful, boutique wealth management practice centered delivering successful outcomes via a data driven and process based approach that is centered on financial planning and a mutual client fit.

Walter is currently a CERTIFIED FINANCIAL PLANNER™ with the CFP® board, an ACCREDITED INVESTMENT FIDUCIARY® with Fi360 Global Fiduciary Insights, he also holds Series 7, Series 66 and insurance licenses. Walter plans continue studying in and around the field of finance for many years to come. He is primarily interested in the study and application of behavioral economics and financial planning. Walter is an Eagle Scout and enjoys spending time outside rock climbing, hiking, running and skiing. Walter is also avid cook and enjoys practicing an active lifestyle of fitness and healthy living.