Guy Walker Email & Phone Number
President @ Wealth Management Strategies
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Guy Walker Location
- Santa Ynez, CA, US
Guy Walker Work
- 1996 -now President @
- 1990 -now Agent and Registered Rep @
- 2022 -2025 Chairman of the Board @
- 1986 -1990 Senior Accountant @
- 1986 -1990 Senior Accountant @
Guy Walker Education
- University of California, Santa Barbara
Bachelor of Arts (B.A.) (Economics, Political Science, Black Studies)
1984-1986 - University of Southern California
Studied Political Science (Studied Accounting)
1982-1984 - Vassar College
(General Education)
1976-1978 - Dunn School
High School Diploma (General Education/College Prep)
1973-1976
Guy Walker Skills
- Retirement Planning
- Licensed Life Insurance Agent
- Estate Planning
- Legacy Planning
- Business Succession Strategies
- Business
- Plannning
- Life Insurance
- Retirement
- Long-term Care
- Succession Planning
- Wealth Accumulation
- Long Term Care Insurance
- Fixed Annuities
- Disability Insurance
- IRAs
- Financial Planners
- Mortgage Lending
- Term Life Insurance
- Whole Life
- Wealth
- Series 63
- Small Business
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Advisory
- 401k
- Health Insurance
- Financial Advisory
- Investment Strategies
- Investments
- College Savings Plans
- Asset Allocation
- Financial Services
- Insurance
- Series 6
- Alternative Investments
- Buy-sell Agreements
- Employee Benefits
- Trusts
- Health Savings Accounts
- Personal Finance
- Asset Management
- Roth IRA
- Financial Planning
- 401(k) Retirement Savings Plans
- Business Succession
- Licensed Life Insurance
- Graphic Design
- Graphics
- 401k Retirement Savings Plans
- Buy Sell Agreements
- See 31+see Less
- Long Term Care
- Management
- Strategic Financial
- 401 Retirement Savings Plans
Guy Walker Summary
- Guy Walker, based in Santa Ynez, CA, US, is currently a President at Wealth Management Strategies. Guy Walker brings experience from previous roles at New York Life Insurance Company, Dunn School and Cottage Health System. Guy Walker holds a 1984 - 1986 Bachelor of Arts (B.A.) in Economics, Political Science, Black Studies @ University of California, Santa Barbara. With a robust skill set that includes Retirement Planning, Licensed Life Insurance Agent, Estate Planning, Legacy Planning, Business Succession Strategies and more. Guy Walker has 1 emails and 1 mobile phone numbers on RocketReach.
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