Company Overview
- Headquarters
- 27201 Puerta Real, Ste. 465, Mission Viejo CA
- Website
- walkerfinancial.com
- Phone
- (949) 367-1961
- Employees
- 3
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Walker Financial Advisors Inc
Walker Financial Advisors Inc. is a privately held investment advisor located in Mission Viejo, California. Founded by Scott Walker, CFP®, the firm employs three individuals. Walker Financial Advisors Inc. specializes in designing and managing investment portfolios for a variety of clients, including professionals, business owners, executives, and affluent retirees. Their customized portfolio management solutions aim to meet the unique circumstances and needs of each individual client. The firm distinguishes itself as a fee-only registered investment advisor, prioritizing transparency and aligning their interests with those of their clients. Scott Walker and Warren Isenberg, CFP®, have a longstanding partnership, collaborating since 1998 and boasting extensive experience managing over $94 million for 132 clients. Interested parties can learn more about Walker Financial Advisors Inc. by visiting their website at walkerfinancial.com.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |