Toby Walters

Toby is a seasoned financial professional with a background spanning research in mergers and acquisitions, asset-backed securitizations, and private equity performance analysis. In 2003, he became a CFA® Charterholder. He began his financial advisory career as a financial planning specialist where he helped prepare advisors for client meetings and analyzed investment opportunities.

After attaining his CERTIFIED FINANCIAL PLANNER® certification, he became a financial advisor and joined Opus Wealth Management in 2025. He is passionate about helping others and what brings him the most satisfaction is the relationships he has been able to build with clients.

He was born in Kansas City, KS, and raised in New Jersey. His proudest achievement is his daughter, Taylor. Now based in Shelton, CT, he enjoys reading, hiking, watching football, and spending quality time with his girlfriend and her two daughters when he’s not working.