Welcome!
26691 Plaza, Suite 240, Mission Viejo, CA 92691
(Click on picture to get driving directions from Yahoo! Maps.)
The Web Site
We hope you find this web site informative and useful, whether gathering information about us, or using the site as a jumping point to many interesting financial planning and investment related links on the web. Please note that use of this site indicates you have reviewed and agreed to our Disclaimer.Our Business Philosophy
To build wealth for our clients through prudent investment and tax strategies, dictated by the client's objectives, time horizon, and risk tolerance. We design custom portfolios using an asset allocation approach that incorporates mutual funds along with individual stocks and bonds. We are committed to excellence in client service through prompt results-oriented communication. Long-term relationships are built on a foundation of trust supported by the highest degree of integrity.
The Walker Financial Advisors, Inc. Team
Standing (L-R): Lisa, Ed
Seated (L-R): Warren, Scott, Wanda