Walter D. Jezak Cfp®

Walter D. Jezak CFP®, MBA, is an accomplished Investment Advisor Representative and Financial Services Representative at Baystate Financial, specializing in a comprehensive range of financial and insurance products, with a primary focus on retirement plans such as 401k and 403b. With over two decades of experience in the financial sector, Walter has held various positions at reputable companies, including Principal Financial Group and Nationwide Financial Network, where expertise in investment options and client relationship management was developed. Walter is well-educated, holding a Certificate in the CFP Program from Merrimack College, an MBA from Suffolk University, and several finance-related qualifications. Walter holds multiple licenses, including Series 7, 6, 63, 65, and Life, Accident, & Health.