Syd Walker, CFP®, AIF®
Vice President/Investments
Experience
I began my investment industry career in 1997 with Charles Schwab and joined Stifel in 2016. I have also served as a client consultant with Lincoln Financial Group and as a financial advisor with A.G. Edwards and Wedbush Securities. Prior to my financial services career, I was also an Eagle Scout.
Education
- Master of Business Administration, University of San Diego
- Bachelor of Arts, Occidental College
Licenses and Certifications
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 66, Investment Advisor Representative
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
- Accredited Investment Fiduciary® (AIF®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
Memberships
- Financial Planning Association
- Santa Barbara Chamber of Commerce
- Goleta Valley Chamber of Commerce
- Santa Barbara Masonic Lodge #192
- Scottish Rite of Santa Barbara
- Occidental College Alumni Association
- University of San Diego Alumni Association
Call today (805) 957-1844 for a second professional opinion or to discuss your financial goals.