About Walker Financial
​​The company was founded by Scott Walker on May 1, 1986 as Walker Financial Consultants, a Registered Investment Advisor in Irvine, CA. Our initial mission was to provide objective advice and financial planning services for an hourly rate or fixed fee. Scott got an early start in high school working at the Platte Valley State Bank in Kearney, Nebraska. His father was an attorney who transitioned to bank president and provided invaluable guidance and advice during those formative years.
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​In 1990, the firm relocated to Mission Viejo to facilitate the start of the “fee-only” asset management business. Mr. Walker surrendered his Series 7 securities license and life & disability CA insurance license to become a “fee-only” fiduciary and do business as a Registered Investment Advisor and Certified Financial Planner™. Initially, no-load mutual funds were used as the primary investment vehicles, but over the years have taken a lesser role in client portfolios to individual stocks and bonds, and ETF’s.
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Our long-term relationship with Schwab Institutional (Now Schwab Advisor Services) began in 1991, and they continue to serve as custodian and provide brokerage services for our client accounts. In 1998, the firm moved from Las Ramblas to Plaza Drive and was incorporated as Walker Financial Advisors, Inc. That same year, Warren Isenberg came onboard as another Certified Financial Planner® professional. In 2013, we relocated to our current location. Nick Walker joined the firm in January 2022 and obtained his Certified Financial Planner® designation in August 2024.
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In 2019, Mr. Isenberg was promoted to President of the firm, with Mr. Walker retaining the title of Chairman and CEO. Both advisors manage client accounts and serve at Co-Chief Investment officers. They own many of the same securities in their personal accounts that you will find in client accounts. As of 12/31/2024, the firm had $216,000,000+ under management for 150+ individual private clients, and one 457(b) retirement plan account for a city in Orange County.
39
+
Years
Experience
150+
Current
Clients
$216
Million+
Assets
Under Management
Meet Our Team
At Walker Financial Advisors, Inc., we are a boutique firm that assists successful individuals to build and preserve their wealth. Our team is comprised of experienced professionals who work closely with clients to understand their unique financial needs and develop personalized strategies to achieve their goals.
Scott D. Walker, CFP®
Chairman, CEO, and Co-Chief Investment Officer
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Scott has been a Certified Financial Planner™ practitioner since 1986 and is the founder of Walker Financial. Scott’s father, Robert Walker, was an attorney and became President of the Platte Valley State Bank in Kearney, Nebraska, so Scott had the good fortune to work in the bank through his high school years. He went on to graduate from the University of Nebraska – Lincoln in 1980, with a Bachelor’s degree in business administration, with an emphasis in finance and economics. Following graduation, he moved to Orange County and was accepted into the management training program of Security Pacific National Bank. In 1985, Scott transitioned into the financial advisory business and passed his life & disability insurance exam, along with his Series 7 securities exam, and became affiliated with Resource Insurance & Financial Services and Penn Mutual Life Insurance Company in Irvine. Following the death of his mother in 1986, he established Walker Financial to offer objective unbiased financial advice for a fee. Scott has served as President of the Orange County Society of Institute of Certified Financial Planners in 1998, and is a 30-year member and past-President of the Mission Viejo Rotary Club. Scott has also been serving as President of the Mission Viejo Rotary Foundation since its inception in 2014. Scott and his wife Yolanda reside in San Clemente. In his spare time, Scott enjoys reading, golf, gin rummy, walking his two huskies, and working in the yard.
Warren B. Isenberg, CFP®
President, and Co-Chief Investment Officer
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Warren joined Walker Financial in February 1998. He serves as President where he oversees the day to day operations of the firm, and is currently the lead advisor for 55 clients. He and Scott Walker form the investment policy committee and communicate daily regarding the economy, interest rates, and investments. Warren is a Certified Financial Planner™ practitioner and earned a Bachelor of Science degree in Biology from the University of California – Irvine in 1989. He has previous industry experience with American Express Financial Advisors. Warren resides in Encinitas with his wife Michelle and sons Owen and Everett. In his spare time, he enjoys bicycling, golf, and spending time with his family.
Nick Walker, CFP®
Investment Advisor Representative
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Nick joined Walker Financial in January of 2022 as an Investment Advisor Representative. He assists in administration and operation of the firm while overseeing the 457 deferred compensation account. He is a Certified Financial Planner™ and has passed his Series 65 securities exam. Being originally from Dallas, TX, he graduated from Texas State University in 2018 earning a Bachelor’s degree in Business Marketing. He has previous financial experience working for a mortgage loan originator. Nick lives in Lake Forest and enjoys running, hiking, and visiting the dog park with his Australian shepherd, Ollie.
Theresa Klopfer
Office Administrator
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Theresa joined Walker Financial in September 2016 as a bookkeeper to perform all accounting functions. She is extremely knowledgeable with QuickBooks and responsible for overseeing the finances of the company. Theresa earned a Bachelor of Science degree in accounting from Chapman University. Her previous experience includes working as an Accounting Manager for Costco and various small businesses. Theresa lives in San Clemente with her husband Jeff. In her spare time, she enjoys going to the gym, walking the beach trail, being involved in her church, and spending time with family and friends.
