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Mr. Petiri is a Registered Investment Advisor. His nearly two decades of financial experience covers virtually all areas of finance from tax, insurance, stockbroker, personal financial planning and personal banking to corporate credit, business planning, and consumer lending. His career positions include MBNA America Bank, the Internal Revenue Service and American Express Financial Advisors, Inc.

Walid is a graduate of New Jersey's Montclair State University with a degree in both business management and finance. Mr. Petiri is a recipient of the Accredited Asset Management Specialist designation from the College of Financial Planning in Denver, Colorado. He is also a Registered Financial Consultant and select member of the International Association of Registered Financial Consultants, an organization of professional financial advisors who are required to maintain a high standard of education, experience, and integrity. He also serves on the Board of Directors for the Reginald F. Lewis Museum.


  • Has frequently been heard on WEAA (88.9 FM) as a financial commentator.
  • Appeared on WMAR-TV 2 regarding the 2008 & 2009 economic downturn, and MTA Commuter Connections (local public access cable channel) regarding residential land development.
  • Has been interviewed and quoted by the Investment News magazine.
  • Written for the Journal of Personal Finance, is a frequent contributor to the IARFC publication, The Register, and has written for Popular Finance (of China).
  • Quoted in regarding foreign currency CDs.
  • Publishes a monthly financial advice column called the Foresight and a quarterly Market Commentary.
  • Content contributor to, Minority Enterprise Advocate magazine and also Most recently, he has written for CD Publications, Alerts on Aging.
  • In June of 2012, Mr. Petiri was recognized in Smart CEO Magazine for the 2012 Top Money Managers. See press release below.


Case Studies

Read our latest business case study which highlights a total improvement of 250% increase in cash reserves and savings after two years.


Press Releases

Press Release - 2018 Urban Advisors and Riverside Church Partner to Create a Social Justice Debt Investment Fund

Press Release - 2012 Reginald F. Lewis Museum of Maryland African American History and Culture for the Wisdom, Wealth, and Wellness Conference

Press Release - 2010 Legislative Black Caucus of Maryland selects Chief Strategist of Financial Management Strategies, LLC as Session Moderator

Press Release - 2011 Reginald F. Lewis Museum of Maryland African American History and Culture for the Wisdom, Wealth, and Wellness Conference

Published Articles


The Street


Popular Finance of China


Baltimore Examiner

The Online Investor


Minority Enterprise Advocate

Journal Of Personal Finance

The Register

Aging News Alert