Walt Ziffer, AIF
Walt is the Founder and President of (k)RPG Advisors, LLC and (k)RPG LLC and has over 29 years of experience advising a select group individuals, families, and company retirement plan sponsors and their employees in their quest to achieve financial independence.
His firms provide ERISA 3(21) & 3(38) investment fiduciary services and consulting services for retirement plan sponsors (i.e., 401(k), 403(b), Defined Benefit Plans, and Cash Balance Plans), foundations, and private trusts and fee-based wealth management and financial planning services for individuals and families. Prior to starting (k)RPG, LLC in 2004, Walt was a member of the management team at New England Securities’ Washington, DC office.
Walt holds the Series 6, 63, and 65 securities registrations and, as a result of his commitment to assisting retirement plan sponsors and their retirement plan participants, he received his Accredited Investment Fiduciary® (AIF) designation in 2012. In 2015, he received the Cash Balance Consultant (CBC) designation, a certification granted by Kravitz, Inc. and the Cash Balance Coach® Program, a dedicated program for cash balance pension plan consultants.
In 2018, he received the Certified Health Savings Advisor® (CHSA) designation in order to better assist employers and employees in understanding and utilizing their health savings account benefits.
Most recently, Walt also has received the NQPA (Nonqualifed Plan Advisor) certificate and the CPFA (Certified Plan Fiduciary Advisor) credential from the National Association of Plan Advisors.
Walt graduated from Virginia Tech and currently resides in Darnestown, MD with his wife Deborah and his two children, Julia and Trevor.
ERISA 3(21) and 3(38) plan business services and financial planning through KRPG Advisors, LLC, a registered investment advisor. Securities and advisory services (Third Party Money Manager Platforms) are offered through H. Beck, Inc., Member FINRA/SIPC. H. Beck, Inc. is not affiliated with (k)RPG, LLC nor KRPG Advisors, LLC.