Meet Michael Walker
Michael C. Walker, CFA® Senior Wealth Advisor
Financial planning built on a personal relationship
I became a financial advisor because I wanted to help people make decisions that improve their lives and build relationships that last through changing markets and life stages.
Today, I help space professionals bring their equity compensation, investments, and retirement goals into one financial picture. My approach combines careful analysis with a straightforward conversation about what matters to you.
As a CFA® charterholder, I bring training in investment analysis and risk assessment. With more than 25 years in financial services, including experience working with equity compensation, I help you understand your choices and the tradeoffs behind them.
We start with your priorities, review your financial situation, and develop a plan to guide your next decisions. As your circumstances change, we revisit that plan together.
Outside the office
I live in Mission Viejo, California, with my wife Ashley, our son Pierce, and our daughter Hailey. I enjoy camping, working out, scuba diving, and spending time outdoors. With two active children, we spend many enjoyable hours attending their activities.