We are a boutique firm that assists successful individuals build and preserve their wealth.
Walker Financial Advisors, Inc. is an independent fee-only fiduciary Registered Investment Advisor.
Scott D. Walker, CFP® | Warren B. Isenberg, CFP®
Scott and Warren have worked together since 1998 and currently manage over $195,000,000 for 140 clients
INVESTMENT MANAGEMENT
Our private client service gives you on-going access to a seasoned CFP® practitioner who will design and manage a tax-efficient portfolio to meet your goals. ($500,000 minimum portfolio size)
Wealth Management & Financial Planning
Objective unbiased advice regarding investing, retirement, tax, or estate planning, education funding, and risk management. Offered via an hourly rate or fixed fee.
Governmental 457(b) Plans
Walker Financial Advisors also does business as California 457 Benefits, which provides plan administration and investment advisory services to plan sponsors and participants.
The Walker Financial Story
Walker Financial is an independent, fee-only Registered Investment Advisor with the Securities & Exchange Commission. We specialize in the design and management of investment portfolios for professionals, business owners, executives, and affluent retirees. Walker Financial offers customized portfolio management solutions tailored to your individual circumstances and needs. Co-Chief Investment Officers, Scott Walker, CFP® and Warren Isenberg, CFP®, have worked together since 1998 and currently manage over $195,000,000 in managed assets for 140 clients.
Recent Bulletins
Please Note:
Your holdings may not include all securities discussed due to different client inception dates and manager discretion. Individual client performance is based upon your objectives, risk tolerance, and portfolio structure and may materially differ from average client returns. Any reference to an index return is for informational purposes only and is not intended to be a benchmark comparison for client portfolios. You may request a list of all recommendations made within the past year. We strive to make money for our clients; however, past performance is no guarantee of future returns.
Important Notice
Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. "Walker Financial Advisors, Inc." is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. "Walker Financial Advisors, Inc." provides investment advisory services for your account. Schwab has agreements with "Walker Financial Advisors, Inc." under which Schwab provides "Walker Financial Advisors, Inc." with services related to your account. Schwab does not review the "Walker Financial Advisors, Inc." Web site, and makes no representation regarding the content of the Web site. The information contained in the "Walker Financial Advisors, Inc." Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Compliance Disclosure Documents: Form CRS (Customer Relationship Summary) | ADV Part 2