David Walker, CFP, EA
David has been in the Financial Services business since 1989 just after graduating from the University of Illinois with a BA degree in Economics and Finance. In 1992, David received his professional designation of Certified Financial Planner in Denver. Subsequent to this achievement, David became an Enrolled Agent in 2007.
David provides services in both income tax preparation through Walker Financial Group* and investment/financial planning through Swisher and Walker Financial Group. This combination of these qualifications are appealing due to the fact that income tax planning is an integral component of the financial planning process. David has prepared over 7,000 returns in his career and is quite proficient in advising on tax matters that apply to most everyone.
David's latest endeavor has been specialization in Retirement Income Planning. He has recognized the immense need for working with clients to develop a life income plan.
Life income planning focuses less on accumulating wealth and more on making it last through retirement, taking into consideration all income streams (social security, pensions, investment income), assets, inflation risk, investment risk and tax exposure. David possesses the knowledge and tools to help clients make intelligent decisions and to plan for income for life.
*Tax related services offered through Walker Financial Group, a separate entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.