Walker Wealth Strategies’ President and Chief Executive Officer, Craig Walker, founded the company in 1997. Craig has a long track record of successful financial planning and diversified investment strategies for a wide variety of clients including business owners, physicians, corporations, foundations, and individuals.
Craig earned his Bachelor’s degree 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 a CERTIFIED FINANCIAL PLANNER™ professional and holds a certificate in Financial Planning from Kaplan University. He also is a Certified Plan Fiduciary Advisor.
Craig has over 34 years of 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 a $1 billion in-house managed account program. In addition, he provided investment management consulting services. Prior to that he was a Vice President of Smith Barney.
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 Riots and the OJ Simpson chase. Craig’s twins Will and Sarah graduated from Duke University in North Carolina. Will now works as a Platform Manager at a tech company in New York City, while Sarah attends Yale Law School.