Achim von Bodman
Certified Financial Planner
Achim von Bodman is a Certified Financial Planner and investment manager who specializes in comprehensive financial planning, portfolio management, and tax-efficient investment strategies. He works closely with individuals and families to develop personalized financial plans aligned with their long-term goals, with a particular focus on retirement planning, estate planning, and asset allocation strategy. At Watter CPA, Achim provides financial planning services, retirement planning services, estate planning services, tax-smart investment planning, and commercial real estate tax services — combining disciplined portfolio management with the firm's tax expertise to deliver integrated advice clients can act on. His approach emphasizes thoughtful preparation, continuous market and regulatory research, and clear communication, so clients feel confident at every stage of their financial journey.
