Walter spent 18 years as a financial educator teaching at many prestigious universities, including UC Berkeley, UCLA, ASU, DePaul, TCU, UNLV, University of San Diego, UC Santa Cruz, UC Davis and Tecnológico de Monterrey. In 2003 he started his own…

Walter spent 18 years as a financial educator teaching at many prestigious universities, including UC Berkeley, UCLA, ASU, DePaul, TCU, UNLV, University of San Diego, UC Santa Cruz, UC Davis and Tecnológico de Monterrey. In 2003 he started his own investment firm. In 2013, he paid a $10,000,000 “Dumb Tax” and lost his firm—the consequence of reliance on others without a full understanding of the issues and risk associated with a transaction.

He is committed to communicating and teaching the many lessons he and others have learned in the quest for happiness—keeping wealth without losing oneself or the people they care about.