Walter Francisco Pardo

Current Employers

Employment History

• 12/2013 → 03/2023
  Independent Financial Group, Llc
  Basking Ridge, NJ
• 10/2011 → Present
  Wfp Tax Partners, Llc
  Liberty Corner, NJ
• 06/2010 → Present
  Private Client Group Wfp Llc Dba Wealth Financial Partners
  Liberty Corner, NJ
• 03/2023 → 09/2025
  Avantax Investment Services Inc.
  Liberty Corner, NJ
• 03/2023 → 09/2025
  Avantax Advisory Services
  Liberty Corner, NJ
• 03/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Liberty Corner, NJ
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-03-27 → 2025-09-05
  Avantax Advisory Services
  Liberty Corner, NJ
• 2013-12-19 → 2023-03-22
  Independent Financial Group, Llc
  San Diego, CA
  Liberty Corner, NJ
• 2012-10-04 → 2013-12-13
  First Allied Advisory Services, Inc.
  Basking Ridge, NJ

Other Businesses

1) PRIVATE CLIENT GROUP WFP LLC. DBA WEALTH FINANCIAL PARTNERS POSITION: Manager NATURE: This entity offers financial planning, retirement planning, retirement planning, risk analysis, tax planning and legacy planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 06/18/2010 ADDRESS: 22 Church St, Box 60, Liberty Corner NJ 07938, DESC: Top Duties are Oversee meetings with new potential clients and centers of influence - Uncovering new assets from existing clients finding new revenue opportunities to service existing clients more effectively connecting to the heirs of our clients and knowing when and where that wealth is ready to transition building Loyal Client Advocates by engaging client relationships on a deeper level to uncover the potential clients within their networks. Oversee the Team management Fiscal management & Firm Compliance strategic relationship manager, 2) WFP TAX PARTNERS L.L.C. POSITION: Sole Proprietor NATURE: Tax consulting , Tax Preparation, retirement Planning Cash Flow Planning INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 10/21/2011 ADDRESS: 22 Church St, Box 60, Liberty Corner NJ 07938, DESCRIPTION: Meeting New and existing clients regarding prior year tax concern &/ or future tax projections proactively manage both personal and business tax issues, including understanding how upcoming business opportunities impact tax status and vice versa.?

Exams

• S66 Uniform Combined State Law Examination
  2012-09-24
• S63 Uniform Securities Agent State Law Examination
  1991-08-12

Other Names

• Wally Pardo
• Walter F Pardo
• Walter Pardo
• Wally F Pardo
• Wally Francisco Pardo