Santa Barbara Financial Advisor

CONNECT

Address:

206 East Anapamu Street
Santa Barbara, CA 93101

Phone:

(805) 957-1840

Fax/Other:

(805) 897-1140

What I Offer

Syd Walker Financial Advisory Services, Santa Barbara

Through Stifel, I offer  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 help 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

Stifel does not offer legal or tax advice.  You should consult with your legal or tax advisor regarding your particular situation. 

 

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