Welcome






Our firm specializes in the design and management of investment portfolios for professionals, business owners, executives, and affluent retirees. We offer customized portfolio management solutions tailored to your individual circumstances and needs.

We strive to build and preserve our client’s wealth through prudent financial advice, and tax-sensitive investment management. We are committed to maintaining the highest standards of integrity, professionalism, and ethical conduct.


Our Services

INVESTMENT MANAGEMENT

Our goal is to provide peace of mind to clients regarding their future financial security. We create and manage an individualized portfolio designed around your needs and goals.

RETIREMENT PLANNING

Your retirement years can be the best years of your life. The sooner you start planning for retirement, the easier it will be to meet both your financial and personal goals.

FINANCIAL PLANNING

We also offer Specialty Plans to address a specific issue if clients do not meet our minimum account size for asset management, or you want advice on a one-time or standalone basis, Walker Financial offers this agreement under a flat fee or hourly arrangement.

GOVERNMENTAL 457 (b) DEFERRED COMPENSATION PLANS

Walker Financial Advisors also does business as California 457 Benefits (CA 457), which provides plan administration, investment advice, and employee services for government deferred compensation plans.

Client Tools

Schwab Portal

Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. "Walker Financial Advisors, Inc." is independently owned and operated.

Client Forms

You can find form pretaining to client data, documentation checklist, and cash flow.

Client Bulletins

Here are the Walker Financial Quarterly Client Bullentins for each year.

eMoney

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