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W. Craig Walker

Vice President

290 followers

Fullerton, California, United States

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Timeline
About me
Managing Director @ Mariner
Education
- College for Financial Planning
  -
  Financial Planning
- UC Irvine
  1981 - 1985
  BA
  Activities and Societies: Sigma Chi Fraternity
- The Wharton School
  1997 - 1997
  Investment Management Analyst program
Experience
- Smith Barney
  Jan 1990 - Jan 1994
  Vice President
- Prudential Securities
  Jan 1994 - May 1997
  Vice President, Senior Portfolio Manager
- Walker Wealth
  May 1997 - Dec 2023
  President
  Fiduciary Wealth Management and Financial Planning Advice.
- Mariner
  Jan 2023 - now
  Managing Director
Licenses & Certifications
- Certified Financial Planner™
  Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
  Jan 2006
  View certificate
- Certified Investment Management Analyst
  Investment Management Consultants Association owns the certification marks above, which signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
  Mar 1997
- Certificate in Blockchain and Digital Assets
  Digital Assets Council of Financial Professionals
  Jul 2021
Volunteer Experience
- Board Member
  Issued by Boys and Girls Clubs of Fullerton on Jan 2002
  Associated with W. Craig Walker
- Board Member
  Issued by Muckenthaler Cultural Center on Jan 1994
  Associated with W. Craig Walker
- Advisory Board
  Issued by CHP 11-99 Foundation on Jan 2003
  Associated with W. Craig Walker

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