Advisors at this firm
James S
Series 65
Phoenix, AZ
Wall Capital Group, Inc.
James Stocker is a Series 65–licensed advisor at Wall Capital Group, Inc. in Phoenix, AZ, with experience beginning in 2025. Prior to joining Wall Capital Group, he worked at USAA for six years and spent six years at Grand Canyon University. Wall Capital Group serves primarily individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses strategic asset-mix targets with tactical adjustments based on economic and market factors, managing accounts on a discretionary basis with continuous monitoring and quarterly reviews.
David W
CFP®, Series 63
Phoenix, AZ
Wall Capital Group, Inc.
David Wall is a CFP® with 27 years of experience in financial advisory services. He has been with Wall Capital Group, Inc. since 1990, contributing over three decades to the firm’s operations. The firm primarily serves individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. Wall Capital Group manages portfolios using strategic asset-mix targets and tactical adjustments based on macroeconomic factors, with client assets held at custodians such as Charles Schwab.
Alisha S
Series 65
Phoenix, AZ
Wall Capital Group, Inc.
Alisha Stocker is a financial advisor at Wall Capital Group, Inc. in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. Prior to joining Wall Capital Group in 2018, she worked in education at Grand Canyon University from 2016 to 2018. Wall Capital Group primarily serves individual clients, including high-net-worth individuals and their retirement accounts, offering discretionary investment supervisory management, personal financial planning, and non-discretionary institutional consulting. The firm uses a strategic asset-mix approach with tactical adjustments based on economic conditions and manages accounts with continuous monitoring and regular reviews.
