Walker Financial Advisors Inc of Ladera Ranch

Walker Financial Advisors Inc of Ladera Ranch is a wealth management firm in Ladera Ranch, California. The firm is a boutique investment advisory practice that helps successful individuals build and preserve their wealth, working with clients who are dealing with a windfall or inheritance or who are ready to delegate investment management duties. Its advisors are Certified Financial Planner professionals, and the firm operates under a fee-only compensation structure. Services include private client asset management, financial advice on investing, retirement, tax, estate planning, education funding and risk management, comprehensive wealth management and financial planning, and governmental 457(b) plans. The firm holds a rating of 5.00. Walker Financial was founded by Scott Walker on May 1, 1986 as Walker Financial Consultants, a Registered Investment Advisor in Irvine, California, with an initial mission of providing objective advice and financial planning for an hourly rate or fixed fee. The firm relocated to Mission Viejo in 1990 to begin its fee-only asset management business, and in 1998 moved to Plaza Drive and incorporated as Walker Financial Advisors, Inc. It relocated to its current location in 2013. The firm specializes in the design and management of investment portfolios for affluent retirees, professionals, business owners, and widows, and its mission is to build and preserve client wealth through prudent tax-efficient investment management using liquid marketable securities. Co-Chief Investment Officers Scott Walker, CFP and Warren Isenberg, CFP have worked together since 1998. Nick Walker joined the firm in January 2022 and obtained his Certified Financial Planner designation. Office hours are Monday through Friday, 9:00am to 5:00pm, and the firm is closed for market holidays. Walker Financial Advisors Inc of Ladera Ranch holds a 5.00 rating from the customers who have reviewed it, reflecting the positive regard of the clients it serves across Ladera Ranch and the surrounding area.