Syd Walker
(805) 957-1840

CONNECT

Address:

206 East Anapamu Street
Santa Barbara, CA 93101

Phone:

(805) 957-1840

Fax/Other:

(805) 897-1140

What I Offer

I offer discretionary investment management and wealth advisory services to individuals, families, professionals, and not-for-profit organizations.
 

A Personal Touch
Robo-advisors are increasing in popularity, especially with new and younger investors.  So, you might think, “Why should I pay someone to manage my investments?”

 

 

As an experienced financial advisor, I can help you:

  • Identify and focus on your life's passions

  • Maintain discipline during market volatility

  • Access institutional investments

A Support System

Life can be complicated.  As your life changes, you need a trusted professional you can count on to provide support through stressful events that may impact your finances. 

 

I work closely with your tax and legal professionals, integrating their advice, as appropriate, into the strategies and recommendations we agree upon.  While working with them, I can help you through:

  • A death of a family member or friend

  • Divorce or separation

  • Hospitalization or change in health

  • Job loss

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck