Click to view Form CRS, Customer Relationship Summary HOME ABOUT STAFF SERVICES RESOURCES CONTACT LOGIN Scott D. Walker, CFP® Chairman, CEO, and Co-Chief Investment Officer Scott has been a Certified Financial Planner™ practitioner since 1986 and is the founder of Walker Financial. Scott’s father, Robert Walker, was an attorney and became President of the Platte Valley State Bank in Kearney, Nebraska, so Scott had the good fortune to work in the bank through his high school years. He went on to graduate from the University of Nebraska – Lincoln in 1980, with a Bachelor’s degree in business administration, with an emphasis in finance and economics. Following graduation, he moved to Orange County and was accepted into the management training program of Security Pacific National Bank. In 1985, Scott transitioned into the financial advisory business and passed his life & disability insurance exam, along with his Series 7 securities exam, and became affiliated with Resource Insurance & Financial Services and Penn Mutual in Irvine. Following the death of his mother in 1986, he established Walker Financial to offer objective unbiased financial advice for a fee. Scott served as President of the Orange County Society of Institute of Certified Financial Planners in 1998, and is a 24-year member and past-President of the Mission Viejo Rotary Club. Scott has resided in San Clemente since 1985, and has one son, Gregory. In his spare time, Scott enjoys reading, golf, gin rummy, walking his two huskies, and working in the yard. Warren B. Isenberg, CFP® President, and Co-Chief Investment Officer Warren joined Walker Financial in February 1998. He serves as President where he oversees the day to day operations of the firm, and is currently the lead advisor for 55 clients. He and Scott Walker form the investment policy committee and communicate daily regarding the economy, interest rates, and investments. Warren is a Certified Financial Planner™ practitioner and earned a Bachelor of Science degree in Biology from the University of California – Irvine in 1989. He has previous industry experience with American Express Financial Advisors. Warren resides in Encinitas with his wife Michelle and sons Owen and Everett. In his spare time, he enjoys bicycling, golf, and spending time with his family. Theresa Klopfer Office Administrator Theresa joined Walker Financial in September 2016 as a bookkeeper to perform all accounting functions. In December 2018 she was promoted to office administrator and is now responsible for all clerical duties and client service requests. Theresa earned a Bachelor of Science degree in accounting from Chapman University. Her previous experience includes working as an Accounting Manager for Costco and various small businesses. Theresa lives in San Clemente with her husband Jeff. In her spare time, she enjoys going to the gym, walking the beach trail, being involved in her church, and spending time with family and friends. Recent Bulletins Please Note: Your holdings may not include all securities discussed due to different client inception dates and manager discretion. Individual client performance is based upon your objectives, risk tolerance, and portfolio structure and may materially differ from average client returns. Any reference to an index return is for informational purposes only and is not intended to be a benchmark comparison for client portfolios. You may request a list of all recommendations made within the past year. We strive to make money for our clients; however, past performance is no guarantee of future returns. October 2021 View Bulletin July 2021 View Bulletin April 2021 View Bulletin View all Bulletins Website About Services Resources Bulletins FAQ Contact 27201 Puerta Real, Ste 465 Mission Viejo, CA 92691 Email Us P: 800-605-6777 P: 949-367-1961 F: 949-367-1887 Important Notice Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. "Walker Financial Advisors, Inc." is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. "Walker Financial Advisors, Inc." provides investment advisory services for your account. Schwab has agreements with "Walker Financial Advisors, Inc." under which Schwab provides "Walker Financial Advisors, Inc." with services related to your account. Schwab does not review the "Walker Financial Advisors, Inc." Web site, and makes no representation regarding the content of the Web site. The information contained in the "Walker Financial Advisors, Inc." Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. Compliance Disclosure | SEC