Meet Me
Michael C. Walker, CFA® Senior Wealth Advisor
About Me
I always wanted to find a career where I could impact people’s lives for the better and create relationships that went far beyond “deal making.” What drew me to the world of financial planning was the fact that even though the markets would go up and down, the relationships forged through that journey would last a lifetime.
What motivates me to focus on Space Professionals and SpaceX employees is that I enjoy math and am detailed-oriented. I recognized my natural fit for working with professionals who value results based on underlying numbers. Because of my analytical curiosity I obtained the Chartered Financial Analyst (CFA®) charter which gives me a strong foundation in advanced investment analysis. I understand that Space Professionals and SpaceX employees are grounded in math and need to understand investments from that perspective. As a CFA® Charterholder I am trained in risk analysis which helps me to analyze investment choices from a math point if view instead of an emotional one.
I want to help every client find their own definition of fulfillment. I am dedicated to helping my clients build, manage, preserve, and transfer their wealth. I take pride in truly getting to know my clients, learning what’s most important to them, and developing financial plans to guide their financial journeys. With over 25 years in the industry, I have developed various areas of expertise, including working with clients with equity compensation.
Personal background
I reside in La Crescenta, CA with my wonderful wife Ashley, son Pierce, and daughter Hailey. In my free time, I enjoy camping, working out, scuba diving, and just being outdoors. With two active children, Ashley and I spend countless enjoyable hours attending their activities.