A highly reputable financial planner, Rick Walker has been in financial services since 1990. After nearly two decades, Rick’s honest and compassionate approach has helped him build solid client relationships through which clients have flourished over the years.
Prior to becoming a certified financial planner, Rick spent 10 years as an accountant and owned and operated a retail franchise. Rick has earned several financial planning designations including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU, and Elder Planning Counselor (EPC).
To keep up with the busy financial planning industry Rick often volunteers as a moderator for industry courses, furthering his expertise in product knowledge. Rick also coaches and participates in slow pitch during the summer months, which is organized through the Lions Club. Rick and his wife Laurie enjoy traveling and spending time with their grandchildren.