Click to view Form CRS, Customer Relationship Summary HOME ABOUT STAFF SERVICES RESOURCES CONTACT LOGIN About Walker Financial Advisors, Inc., is a fee-only registered investment advisory firm. Company History The company was founded on May 1, 1986 as Walker Financial Consultants, a Registered Investment Advisor in Irvine, CA. The company mission was to provide objective advice and financial planning services for an hourly rate or fixed fee. Our founder, Scott Walker got an early start working as a teenager at the Platte Valley State Bank in Kearney, Nebraska. His father happened to be President of the bank and provided invaluable guidance and knowledge during those formative years. In 1990, the firm relocated to Mission Viejo to facilitate the start of the “fee-only” asset management business. Mr. Walker surrendered his Series 7 securities license and life & disability CA insurance license to become a “fee-only” fiduciary and do business as a Registered Investment Advisor and Certified Financial Planner™. Initially, no-load mutual funds were used as the primary investment vehicles, but over the years have taken a lesser role in client portfolios to individual stocks and bonds, and ETF’s. Our long-term relationship with Schwab Institutional began in 1991, and they continue to serve as custodian and provide brokerage services for our client accounts. In 1998, the firm was incorporated as Walker Financial Advisors, Inc. and Warren Isenberg came onboard as another Certified Financial Planner professional. In 2019, Mr. Isenberg was promoted to President of the firm, with Mr. Walker retaining the title of Chairman and CEO. Both advisors manage client accounts and serve at Co-Chief Investment officers. They own many of the same securities in their personal accounts that you will find in client accounts. As of 12/31/2019, the firm had $145,000,000 under management for 125 individual private clients, and one 457(b) retirement plan account for a city in Orange County. 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