Toby Walters, CFA, CFP®

Toby Walters, CFA, CFP®

New York City Metropolitan Area
286 followers 277 connections

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Experience & Education

  • Opus Wealth Management

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Licenses & Certifications

Volunteer Experience

  • Caregiver

    St. Thomas the Apostle Alzheimer's Care Team

    - 8 years 1 month

    Health

    On Monday nights for two hours, I volunteer with two other people to provide comfort for an Alzheimer's patient that we've been assigned to so as to give his wife, a true caregiver, a brief respite. This is a cause dear to me as I've had loved ones afflicted with this disease and I wanted to be personally involved to help others as much as possible.

  • Driver

    Equinox Thanksgiving Dinner

    - Present 13 years 4 months

    Social Services

    As a way of giving thanks and to help pay it forward, I volunteer every Thanksgiving to deliver dinners to those unable to leave their homes.

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