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.

Our Team

President

Walker Wealth Strategies’ President and Chief Executive Officer, Craig Walker, founded the company in 1997. Craig has a...

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...

Our Services

We manage assets for individuals and families, providing investment management, and financial planning services.

Contact Walker Wealth Strategies

Blogs

Craig Walker |
Please join us in welcoming our newest Client Service Associates, Katrina Raval and Mayra Favela.
Craig Walker |
In observance of the holiday, our office will be closed on Monday, February 15, 2021. Happy Presidents Day!
Craig Walker |
In observance of Martin Luther King Day, our office will be closed on Monday, January 18th. Happy Martin Luther King Day!