Walker Wealth Strategies’ President and Chief Executive Officer, Craig Walker, founded the company in 1997. Craig has a...
Independent, Fiduciary, Fee-based Wealth Management and Financial Planning
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Dawn Bowman recently celebrated 21 years of dedicated service at Walker Wealth Strategies. She began her career at the...
Financial Planning Associate
Carolynn Cox joined Walker Wealth Strategies in 2016 after several years of experience in accounting and operational...
Sokny Vasquez joined Walker Wealth Strategies in 2017 after several years in the healthcare industry. She received her...
Sharon Garate joined Walker Wealth Strategies after many years with Wells Fargo as a Fiduciary Administrator. She...
Life changes - your financial plan should, too.
We manage assets for individuals and families, providing investment management, and financial planning services.
Carolynn's beagle puppy Copper is enjoying his new home!
We want to welcome Sokny back from maternity leave with her baby, Harley. We all missed her and are so glad she is back!
You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s. These arrangements have higher contribution limits and let employees save for retirement on a post-tax or a tax-deferred basis, which is more typical. However, as individuals move from job to job or employer to employer, they are faced with decisions about what to...