President
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.
Financial Advisor
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...
Operations Associate
Sokny Vasquez joined Walker Wealth Strategies in 2017 after several years in the healthcare industry. She received her...
Client Service Associate
Katrina Raval joined Walker Wealth in 2021 as a Client Service Associate. She has been in the banking industry for more...
Client Service Associate
Mayra Favela joined Walker Wealth in 2021 as a Client Service Associate. Mayra recently received her Bachelor of Arts in...
Our Services
Financial Planning
Life changes - your financial plan should, too.
We manage assets for individuals and families, providing investment management, and financial planning services.
Blogs
Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes will help you make the most of your windfall. If you will inherit money… If you stand to inherit a...
Preparing Teens for Financial Adulthood Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first time, there can be a steep learning curve when it comes to financial literacy, but laying the foundation for this education early can help establish healthy financial habits that carry into adulthood. You can guide your teen by teaching them the basics...
It was Harley's 1st birthday last weekend! Sokny and her husband celebrated the special day by taking Harley to the Santa Ana Zoo and having a cake smash party at home. Harley loved seeing all the different animals at zoo and she enjoyed her homemade cake very much.