David B Walker
Financial Advisor
About
dedicated and results-driven Financial Advisor with over 8 years of experience specializing in financial recovery and rebuilding financial health for individuals and businesses. With a strong foundation in debt management, investment planning, and credit counseling, I work closely with clients to design personalized strategies that address their unique financial challenges. Whether it's recovering from financial setbacks such as bankruptcy, foreclosure, or economic hardship, my goal is to provide guidance, education, and tailored solutions that empower clients to achieve financial stability and long-term success. I am passionate about helping others regain control of their financial futures, and I approach each client relationship with empathy, integrity, and a commitment to positive outcomes.
Financial Advisor
- Birthday: 1 Apr. 1995
- Website: www.davidbwalker.com
- Phone: +61242183074
- City: New York, USA
- Age: 30
- Degree: Master
- Email: info@davidbwalker.com
Finished Projects
Hours Of Support
Resume
Experienced and dedicated Financial Advisor specializing in recovery strategies for individuals and businesses seeking to rebuild their financial health. Proficient in developing personalized financial plans, managing debt restructuring, and offering investment advice to achieve long-term financial stability. Looking to leverage expertise in financial recovery to help clients regain their financial footing and reach their financial goals.
Sumary
Brandon Johnson
Experienced and results-oriented Financial Advisor with over 5 years of expertise in developing personalized financial plans, wealth management strategies, and recovery solutions for individuals and businesses. Proven track record in helping clients achieve financial stability, minimize risk, and plan for long-term financial success. Adept at providing financial advice on investments, tax planning, retirement strategies, and debt management. Strong communicator with a commitment to building lasting client relationships and delivering tailored financial solutions.
- Portland par 127,Orlando, FL
Education
Master of Business Administration (MBA), Finance
2016 - 2018
University of Florida, Gainesville, FL
Bachelor of Science in Finance
2012 - 2016
University of Florida, Gainesville, FL
Professional Experience
Senior Financial Advisor
2019 - Present
Experion Wealth Management, New York, NY
- Lead comprehensive financial planning for individuals and families, focusing on investment management, retirement planning, and tax optimization.
- Develop personalized financial recovery strategies, including debt restructuring, budgeting, and credit improvement, for clients facing financial challenges.
- Build and manage client portfolios, ensuring alignment with long-term financial goals and risk tolerance.
- Educate clients on financial products, estate planning, and wealth accumulation strategies, fostering financial literacy and security.
Financial Advisor
2017 - 2019
Stepping Stone Financial Services, New York, NY
- Provided personalized financial planning services to clients, focusing on investment analysis, insurance, and retirement planning
- Conducted in-depth financial assessments for clients, offering tailored solutions to address current financial situations and long-term goals.
- Developed and implemented wealth management strategies to help clients build assets, manage risks, and reduce taxes.
- Built strong, trust-based relationships with clients, leading to a 20% increase in client referrals.
Certifications
Certified Private Wealth Advisor (CPWA)
Certified Professional Financial Accountant (CPFA)
Certified Fund Specialist (CFS):
Testimonials
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Saul Goodman
Ceo & Founder
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Sara Wilsson
Designer
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Jena Karlis
Store Owner
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Matt Brandon
Freelancer
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John Larson
CEO
Contact
Address
A108 Adam Street, New York, NY 535022
Call Us
+61242183074
Email Us
info@davidbwalker.com