Walker Wealth Strategies’ President and Chief Executive Officer, Craig Walker, founded the company in 1997. He is a Registered Principal and Branch Manager of an independently owned branch offering securities through Raymond James Financial Services, Inc. Craig has a track record of diversified investment strategies for a wide variety of clients including corporations, foundations, and individuals. He is adept at developing and maintaining mutually profitable business relationships and has extensive expertise in wealth management, wealth transfer, wealth preservation, financial planning, and charitable giving.
Craig earned his Bachelor’s from the University of California, Irvine. He has completed the Investment Management Analyst program at The Wharton School at the University of Pennsylvania. He is also a CERTIFIED FINANCIAL PLANNER™ professional and holds a certificate in Financial Planning from Kaplan University.
Craig has over 31 years of a senior level experience at some of Wall Street's largest brokerage firms. Craig's investment discipline focuses on scrupulous risk analysis, asset allocation, and individual security selection. Prior to founding his firm, Craig was Vice President, Senior Quantum Portfolio Manager of Prudential Securities. He managed discretionary equity accounts for corporations, foundations, and high net worth individuals. He was elected to serve as a member of the investment committee responsible for an $850 million in-house managed account program. In addition, he provided investment management consulting services.
Since then, he has dynamically evolved his company and established a time-tested track record of diversified wealth management strategies for a wide variety of clients, where he handles investment decisions, wealth management, financial planning, and regulatory compliance.
Craig, with his wife Leesa, lives in the Sunny Hills neighborhood in Fullerton, California. Craig's hobbies include reading, running, sailing, diving, golfing, flying and driving race cars. Before deciding to focus on raising the children, Leesa was an airborne news and traffic reporter for KFWB radio in Los Angeles, where she won two Golden Mic awards for her live news coverage of the LA Fires and the OJ Simpson chase. Craig’s twins Will and Sarah are now seniors at Duke University in North Carolina.