Wally Najafi CFP®

After 35 rewarding years in the insurance and financial services industry, I have decided to begin a new chapter and will be retiring from my financial services practice within the next 12 months. 

One of the main reasons for my retirement is the desire to spend more time with my two grandsons, who live in different states. I’m looking forward to being more present in their lives and enjoying this next chapter. 

In preparing for this transition, I have carefully selected a firm that I trust to continue providing you with the same high- quality advice, service, and care you have come to expect—if not more. The firm, Prosperity Advisors, also offers securities and advisory services through Cetera Advisors LLC. offers expanded resources, advanced technology, and a strong team of professionals fully committed to supporting your financial goals.

Over the next twelve months, I will work closely with my clients and Carter Dye, CFP®, Financial Advisor, with Prosperity Advisors, to ensure the transition is smooth and that you feel as confident with them as you have with me.