Steven Walker
CFP, CFA · Walker Strategic Wealth
About Steven Walker
Steven Walker manages tactical, tax-aware portfolios for high-net-worth clients in San Diego County. His systematic investment process combines quantitative analysis with strategic tax management to optimize after-tax returns. Steven's approach has consistently outperformed benchmarks over his 18-year career.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $500,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Why Choose Steven?
18+ Years Experience
Proven track record serving clients since 2008
2 Professional Credentials
Holds CFP, CFA designations
79 Client Reviews
4.7/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Steven has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Steven is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Steven for over 6 years and they have consistently delivered excellent advice. Their expertise in Investment Management has saved us thousands.
Location
San Diego, California
Map integration available on request
Request a Consultation
Connect with Steven to discuss your financial goals. In-person or virtual meetings available.
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Prepare for Your Consultation
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