LINDA A. WALKER, CFP

Overview

Linda A. Walker, Cfp operates as a sole proprietorship focused on financial planning while maintaining registrations as a broker‑dealer representative and an insurance broker. The practice provides fee‑based planning (hourly and fixed fee engagements) alongside brokerage and insurance product distribution, so client relationships commonly combine paid planning engagements with product placements executed through affiliated brokerage and insurance channels. The firm does not position itself as a capital allocator or pension consultant and is not identified as an active ESG investor. Investment activity centers on placing clients into retail investment vehicles—principally mutual funds—and using outside managers for select alternative exposures. Because advisory services are described as financial planning rather than discretionary portfolio management, the emphasis appears to be on advice, product selection and implementation rather than running large pooled or model portfolios in‑house.

Assets & Accounts

Investments & Alternatives

Location & Offices