W. Craig Walker

W. Craig Walker

Vice President

Followers of W. Craig Walker290 followers
location of W. Craig WalkerFullerton, 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 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
      Boys and Girls Clubs of FullertonAssociated with W. Craig Walker
    • Board Member

      Issued by Muckenthaler Cultural Center on Jan 1994
      Muckenthaler Cultural CenterAssociated with W. Craig Walker
    • Advisory Board

      Issued by CHP 11-99 Foundation on Jan 2003
      CHP 11-99 FoundationAssociated with W. Craig Walker