W. Walker Location
Fullerton, CA, US
W. Walker Work
- 2023 - now Managing Director @ Mariner Wealth Advisors
- 1997 - 2023 President @ Walker Wealth
- 1994 - 1997 Vice President, Senior Portfolio Manager @ Wells Fargo
- 1990 - 1994 Vice President @ Morgan Stanley
W. Walker Education
- The Wharton School
(Investment Management Analyst program)
1997 - 1997 - UC Irvine
BA
1981 - 1985 - College for Financial Planning
(Financial Planning)
W. Walker Skills
- Certified Financial Planner
- Wealth Management
- Retirement Planning
- Multi-generational wealth transfer
- Risk Management
- Sales
- BLS
- Certified Financial
- Multi Generational
- Team Building
W. Walker Summary
W. Walker, based in Fullerton, CA, US, is currently a Managing Director at Mariner. W. Walker brings experience from previous roles at Walker Wealth, Prudential Securities and Smith Barney. W. Walker holds a 1997 - 1997 The Wharton School. With a robust skill set that includes Certified Financial Planner, Wealth Management, Retirement Planning, Multi-generational wealth transfer, Risk Management and more. W. Walker has 1 emails and 1 mobile phone numbers on RocketReach.
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