Walker Financial Advisors Inc

Scott Walker is a CFP® with 19 years of industry experience, affiliated with Walker Financial Advisors Inc. He has been with the firm since 1986. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, including retirees, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware, balanced asset allocation strategy and also serves as a third-party administrator and advisor for governmental 457(b) plans.

Nicholas Walker is a CFP® and Series 65-registered financial advisor with four years of industry experience. He currently works at Walker Financial Advisors Inc and previously held roles at BSI Financial Services and Yardi Systems. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, many of whom are retired, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware, balanced asset allocation strategy and serves a client base that includes governmental 457(b) plan participants through its unique California 457 Benefits division.

Warren Isenberg is a CFP® professional with 19 years of industry experience, currently serving at Walker Financial Advisors Inc. since 1998. He holds a Series 63 designation and works from Mission Viejo, CA. Walker Financial Advisors provides discretionary portfolio management and financial planning primarily for affluent individual investors, including many retirees, as well as trusts and employer-sponsored retirement plans. The firm employs a conservative, tax-aware investment approach focused on U.S. stocks, bonds, and low-cost ETFs, and also serves as a third-party administrator and advisor for governmental 457(b) plans through its California 457 Benefits division.