Syd Walker, CFP®, AIF®

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. 

Phone (805) 957-1844
Fax (805) 897-1140