Brian Walker

As a financial advisor, a father and coach, I enjoy serving the local community of my hometown in Tustin, California. It's incredibly rewarding to watch young players improve at sports and become better athletes. The lessons they learn on the field and on the court will carry on into their adult lives. Some of these lessons will be a great aid in their future success as individuals. I love being able to talk with both athletes and their families about these lessons. In doing so, I am also able to share what our family business has learned over many decades - how to reach their financial goals. I take joy in teaching families how to increase their retirement, and how to be better protected from loss of income, market volatility, and taxes. I love that by helping young athletes I can also help their families' financial future.