Walker Financial Advisors, Inc., is a fee-only registered investment advisory firm. We specialize in portfolio design and investment management services for professionals, business owners, corporate executives, and affluent retirees.
Scott Walker founded the firm as Walker Financial Consultants on May 1, 1986 as a Registered Investment Advisor in Irvine, CA. Originally, flat fees were charged for financial plans, which were then implemented with commissionable products. In 1987 the firm moved to Laguna Hills, and in 1990 relocated to Mission Viejo.
The transition to a fee-only model began in 1990 when the first client account was established at Schwab Institutional. In 1998, the company was incorporated and became Walker Financial Advisors, Inc. The two portfolio managers are Scott Walker, CFP®, and Warren Isenberg, CFP®.
Scott D. Walker is a Certified Financial Planner™ practitioner and the founder of Walker Financial Advisors, Inc. Scott was raised in a banking family in Kearney, Nebraska, and had the good fortune to work in the bank during his high school years. Scott 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 with Security Pacific National Bank (later acquired by Bank of America). In 1985, Scott transitioned into the financial advisory business. In 1986, he earned the CFP® designation and founded Walker Financial Consultants, as a registered investment advisor with the U.S. Securities & Exchange Commission. In 1998, the company was incorporated and became Walker Financial Advisors, Inc.
Scott, and his associate Warren Isenberg, CFP®, have worked together since 1998 and currently manage over $99 million for 125 clients.
Scott has served as President of the Orange County Society of the Institute of Certified Financial Planners and is a past President of the Mission Viejo Rotary Club. He and his family have resided in San Clemente since 1985. In his spare time, Scott enjoys golf and working with the Rotary Club on community projects.
Warren Isenberg joined Walker Financial Advisors in February 1998. He serves as Vice President and provides asset allocation and investment advice to clients. He is responsible for all investment decisions jointly with Scott Walker.
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 and Baraban Securities as a financial planner.
Warren resides in Encinitas, California, with his wife Michelle and sons Owen and Everett. In his spare time, he enjoys golf, basketball, coaching Little League baseball, and spending time with his family.
Lori Vermeer joined Walker Financial Advisors in March 2014. She manages general office support and performs administrative duties for the team to remain efficient and effective in their daily operations.
Lori earned a Bachelor of Science degree in Business Administration - Finance from California State University, Long Beach. Her previous experience includes working for IBM as an Account Administrator and Expanding Horizons as an Operations Manager.
Lori resides in Trabuco Canyon with her husband Dennis and daughter Isabella. In her spare time, she enjoys traveling, going to the beach, hiking and spending time with her family.
Theresa Klopfer joined Walker Financial Advisors in September 2016 as a bookkeeper to handle accounting transactions and account reconciliations.
Theresa earned a Bachelor’s 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. She has 2 adult children, Michael and Nicole. In her spare time she enjoys going to the gym, walking on the beach trail, being involved in her church and spending time with family and friends.
Olivia Goldson joined Walker Financial Advisors in October 2016 as an IT specialist. In this role, Olivia manages all computer operations, including web content, software and systems administration.
Olivia graduated from The University of Arizona with a Bachelor's Degree in Information Science, Technology, and Art. Prior to working at Walker Financial Advisors, Olivia worked as IT Consultant for Canon USA.
Olivia currently lives in Newport Beach, in her free time she enjoys going to the gym, hiking, and hanging out with friends.