Walter Bauer

Financial planning professional with graduate-level tax training and hands-on client planning experience. Certified in eMoney Advisor and 500 hours toward the CFP Board experience requirement through the Amplified Planning externship. Nine years of U.S. Army service, finishing as a Staff Sergeant leading an engagement control team. Focused on fee-only comprehensive planning, particularly the tax dimension of executive compensation, retirement income, and wealth transfer.

Financial Planning Extern at Amplified Planning (2026-06 – 2026-08)

• Completed an intensive eight-week, case-based financial planning program; earned 500 hours toward the CFP Board experience requirement.
• Built client cash flow models, retirement projections, and scenario analyses in eMoney Advisor; earned eMoney Fundamentals certification.
• Managed client workflow and database integrity in Redtail CRM.
• Analyzed real-world planning case studies, completing weekly technical applications and strategic planning assessments.

Financial Representative at Western & Southern Life (2025-11 – 2026-07)

• Developed and presented comprehensive financial strategies for individuals and families, covering retirement income, estate considerations, and long-term wealth preservation.
• Served as primary point of contact for a portfolio of client relationships — conducting discovery meetings, preparing recommendations, and managing follow-through to implementation.
• Built financial models in Advisys to illustrate client needs and projected outcomes; led platform training for the representative team, improving the group's ability to translate client data into actionable plans.
• Produced over $1M in policy submissions and contributed to the Houston division's strongest annual performance in more than five years.

Real Estate Agent at The Bly Team (2025-06 – 2025-11)

• Conducted due diligence and asset valuation analysis within seven-day contractual windows, reducing closing delays by 20% across complex residential transactions.
• Negotiated contracts and resolved contingencies within ten days for high-value clients, maintaining confidentiality and discretion throughout closing.
• Evaluated distressed property opportunities using comparative market data to support client investment decisions.

Staff Sergeant, Engagement Control Team Leader at United States Army (2014-10 – 2024-01)

• Led an engagement control team performing real-time analysis of satellite intelligence to identify and report ballistic missile threats, directly safeguarding 100+ personnel.
• Managed administrative operations and regulatory compliance reporting for 30 personnel against strict deadlines and complex reporting standards.
• Integrated new equipment and IT standards, improving data workflow efficiency by 30% and reducing system downtime.
• Honorable discharge.

Master of Business Administration in Taxation – Bellevue University (2026 – 2027)

CFP® Certification Education Program – Boston Institute of Finance (2024-03 – 2025)

Bachelor of Arts in History (Mathematics minor) – Sam Houston State University (2014)