Walker Wealth Strategies

(on harbor blvd)
Financial and Investment Services in Fullerton, CA
Financial and Investment Services
Financial Services

Hours

Monday
7:30AM - 4:00PM
Tuesday
7:30AM - 4:00PM
Wednesday
7:30AM - 4:00PM
Thursday
7:30AM - 4:00PM
Friday
7:30AM - 2:00PM
Saturday
Closed
Sunday
Closed

Location

623 N. Harbor Blvd
Fullerton, CA
92832

About

Registered Investment Advisor in Orange County, CA
Independent, fee-only, fiduciary wealth management and financial planning.

At Walker Wealth Strategies we ensure your goals remain at the forefront of our entire wealth management process. We take time to understand your values to design a personalized plan that targets your unique aspirations. With our position as an independent and fee-only practice, we are able to make unbiased recommendations, selecting options that are best suited for your personal situation and goals, and always placing your best interest above ours.

We believe that your future is worth planning for, and we have the expertise to guide you through life’s financial milestones. Our personalized approach combined with access to an expanded set of resources through Raymond James ensures our clients consistently experience an exceptional level of service. The result: the personal attention you deserve and a dynamic financial plan capable of changing as your life evolves.

Photos

Walker Wealth Strategies Photo

Services

  • Financial Planning
  • Wealth Management
  • Retirement Planning

Latest

Starting tomorrow, Oct 1st, we are kickstarting our 10K steps a day challenge. We are inviting you to join us! All you need to do is walk (or jog!) at least 10,000 steps every day for the month of October, and you can track your steps with a fitness tracker or a smartphone. If you are interested or have any questions, please contact us. We’d also love to hear about your progress during the month, so feel free to comment with updates or tag us.
Happy First Day of Fall from Walker Wealth! We wish you a wonderful start to the fall season!
Carolynn's puppy Copper loves helping with laundry, playing with his toys, and taking naps!
We want to welcome Sokny back from maternity leave with her baby, Harley. We all missed her and are so glad she is back!
Chief Economist Scott Brown discusses the Federal Reserve's decision to cut interest rates to 0% and restart quantitative easing (QE). WCWALKER.COM Fed Cuts Rates, Restarts QE as Economic Outlook Deteriorates | Walker Wealth Strategies
It’s been one week since we began our 10K Steps-A-Day Challenge! Staying at home during COVID-19 may make it harder to get your steps in. Here are some creative ways to earn more steps while you stay home. • Dance to your favorite songs • Do online workout classes • Walk in place while watching your favorite show • Walk up and down the stairs • Walk your pets around the block What are you doing to stay active?
Sharon reached over 10K steps a day all last week and even hit 23K steps in just one day. What a Rockstar! She went hiking at the Skyline Trail in Whittier and walked her adorable dog, Belle. WALKERWEALTH.COM Sharon Fulfilling Her 10K Steps A Day Challenge and More | walkerwealth
To get her 10K steps a day, Sokny has a nightly dance party with her husband and 6-month-old baby, Harley, and they dance to their favorite Disney songs. They also take evening walks around their neighborhood with Harley in her stroller. What are you doing to move more while you are at home? WALKERWEALTH.COM How Sokny gets her 10K Steps Everyday! | walkerwealth
To get her 10K steps a day, Sokny has a nightly dance party with her husband and 6-month-old baby, Harley, and they dance to their favorite Disney songs. They also take evening walks around their neighborhood with Harley in her stroller. What are you doing to move more while you are at home? WALKERWEALTH.COM How Sokny gets her 10K Steps Everyday! | walkerwealth
Happy Veterans Day! WALKERWEALTH.COM Happy Veterans Day! | walkerwealth
Happy Veterans Day! WALKERWEALTH.COM Happy Veterans Day! | walkerwealth
Walker Wealth Strategies November 24 at 8:24 PM · Happy Thanksgiving from all of us at Walker Wealth! In observance of the Thanksgiving holiday, our office will be closed Wednesday, 11/25 through Friday, 11/27. We will return to normal business hours on Monday, 11/30. We wish you a safe and happy Thanksgiving!
Happy Thanksgiving from all of us at Walker Wealth! In observance of the Thanksgiving holiday, our office will be closed Wednesday, 11/25 through Friday, 11/27. We will return to normal business hours on Monday, 11/30. We wish you a safe and happy Thanksgiving!
Happy Holidays from Walker Wealth WALKERWEALTH.COM Happy Holidays from Walker Wealth | Walker Wealth Strategies
In observance of the New Year, our office will be closed on Friday, January 1, 2021. We wish you a safe and happy New Year! WALKERWEALTH.COM Happy New Year! | Walker Wealth Strategies
Happy New Year! WALKERWEALTH.COM Happy New Year! | Walker Wealth Strategies
Happy Martin Luther King Day! WALKERWEALTH.COM Happy Martin Luther King Day! | Walker Wealth Strategies
In observance of Martin Luther King Day, our office will be closed on Monday, January 18th. Happy Martin Luther King Day! WALKERWEALTH.COM Happy Martin Luther King Day! | Walker Wealth Strategies
In observance of the holiday, our office will be closed on Monday, February 15, 2021. Happy Presidents Day! WALKERWEALTH.COM Happy Presidents Day! | Walker Wealth Strategies
Please join us in welcoming our newest Client Service Associates, Katrina Raval and Mayra Favela. WALKERWEALTH.COM Meet Our New Staff Members! | Walker Wealth Strategies
Please join us in welcoming our newest Client Service Associates, Katrina Raval and Mayra Favela. WALKERWEALTH.COM Meet Our New Staff Members! | Walker Wealth Strategies
Please join us in welcoming our newest Client Service Associates, Katrina Raval and Mayra Favela. WALKERWEALTH.COM Meet Our New Staff Members! | Walker Wealth Strategies
Growing your family is exciting, but it can also be a little stressful. We are here to help with your financial needs so you can focus on what matters most.
Dollar-cost averaging is a simple investing method. The strategy helps you avoid making emotional decisions in the heat of the moment and doesn’t require that you pore over research, hoping to anticipate the next market move. https://bit.ly/3eXWjZE WALKERWEALTH.COM How Does Dollar-Cost Averaging Work? | Walker Wealth
Retirement isn’t an age; it’s a financial number. Contact us for help discovering how much you need to retire.
Wishing you a pot of gold and all the joy your heart can hold. 🍀
Tax season is coming to an end, so it’s a great time to spring clean, and say goodbye to old documents. Please join us for our Free Shred Event to securely shred your unwanted documents containing personal information. COVID-19 precautions will be in place to protect the health and safety of those who attend and our employees. All attendees must wear a face covering. Simply drive up, unload your documents, and watch your paper turn into a million pieces! We hope to see you: Saturday, May 1st, 2021 9:00 AM to 12:00 PM (or until truck reaches max capacity) Walker Wealth Parking Lot: 623 N. Harbor Blvd. Fullerton, 92832 Light refreshments will be served. WALKERWEALTH.COM Free Shred Event on Saturday, 5/1/21 at 9am-12:00pm | Walker Wealth
Tax season is coming to an end, so it’s a great time to spring clean, and say goodbye to old documents. Please join us for our Free Shred Event to securely shred your unwanted documents containing personal information. COVID-19 precautions will be in place to protect the health and safety of those who attend and our employees. All attendees must wear a face covering. Simply drive up, unload your documents, and watch your paper turn into a million pieces! We hope to see you: Saturday, May 1st, 2021 9:00 AM to 12:00 PM (or until truck reaches max capacity) Walker Wealth Parking Lot: 623 N. Harbor Blvd. Fullerton, 92832 Light refreshments will be served. WALKERWEALTH.COM Free Shred Event on Saturday, 5/1/21 at 9am-12:00pm | Walker Wealth
Tax season is coming to an end, so it’s a great time to spring clean, and say goodbye to old documents. Please join us for our Free Shred Event to securely shred your unwanted documents containing personal information. COVID-19 precautions will be in place to protect the health and safety of those who attend and our employees. All attendees must wear a face covering. Simply drive up, unload your documents, and watch your paper turn into a million pieces! We hope to see you: Saturday, May 1st, 2021 9:00 AM to 12:00 PM (or until truck reaches max capacity) Walker Wealth Parking Lot: 623 N. Harbor Blvd. Fullerton, 92832 Light refreshments will be served. WALKERWEALTH.COM Free Shred Event on Saturday, 5/1/21 at 9am-12:00pm | Walker Wealth
Clients often ask us, "Am I ready to retire?" ← Swipe below for 6 tips that can help give you peace of mind for that next chapter of life. https://www.walkerwealth.com/ Your Wealth Management & Financial Advisor | Walkerwealth Your Wealth Management & Financial Advisor | Walkerwealth Your Wealth Management & Financial Advisor | Walkerwealth Your Wealth Management & Financial Advisor | Walkerwealth Your Wealth Management & Financial Advisor | Walkerwealth Your Wealth Management & Financial Advisor | Walkerwealth Your Wealth Management & Financial Advisor | Walkerwealth Your Wealth Management & Financial Advisor | Walkerwealth Your Wealth Management & Financial Advisor | Walkerwealth See more at walkerwealth.com
Carolynn’s Beagle puppy is now 7 months old and 27 pounds! Copper loves taking car rides with his family, going on walks, and chasing his big brother Timber the kitty! WALKERWEALTH.COM Happy 7 Months to Copper! | Walker Wealth
Are you procrastinating when it comes to preparing for retirement? We can help you end this cycle and take corrective action.

Information

Company name
Walker Wealth Strategies
Category
Financial and Investment Services
Est
1997

FAQs

  • What is the phone number for Walker Wealth Strategies in Fullerton CA?
    You can reach them at: 714-446-8750. It’s best to call Walker Wealth Strategies during business hours.
  • What is the address for Walker Wealth Strategies on harbor blvd in Fullerton?
    Walker Wealth Strategies is located at this address: 623 N. Harbor Blvd Fullerton, CA 92832.
  • What are Walker Wealth Strategies(Fullerton, CA) store hours?
    Walker Wealth Strategies store hours are as follows: Mon-Thu: 7:30AM - 4:00PM, Fri: 7:30AM - 2:00PM, Sat-Sun: Closed.