Brian Walker

Brian A. Walker, CFP, is a highly accomplished professional with a diverse educational background and extensive experience in finance and accounting.

Having studied at Tulane University, Brian holds an MBA in Finance, a MACCT in Accounting, and a BSM in Finance, showcasing his solid academic foundation in the field.

His career journey has seen him hold various key roles in reputable organizations. Notably, he served as a Financial Consultant and an Investment Consultant at Fidelity Investments' Dallas Investor Center, demonstrating his expertise in financial consulting.

Brian has also contributed his skills in roles such as Workplace Planning Consultant II and Retirement Planner at Fidelity Investments, as well as in the position of a Retirement Solutions Representative.

Prior to his tenure at Fidelity Investments, Brian gained valuable experience as a Financial Planner at Prudential Advisors and as an Agent / Registered Representative at New York Life Insurance Company.

Moreover, his professional repertoire includes being a Founding Partner at Walker+Stivers Analytics Consulting, where he further honed his analytical and consulting abilities.

Brian's expertise extends beyond the realm of financial services. He has also delved into the realm of program management as a Program Manager at Visa, specifically in Prepaid Products, Reporting & Analysis.

During his career, Brian has explored different facets of the finance industry. His experience includes working as a Fixed Income Product Management Summer Intern at Fiduciary Trust Company International, an Investment Research Manager, and an Equity Analyst at Tulane University.

Before venturing into the finance sector, Brian started his career as an Auditor at BDO USA, LLP, showcasing his strong foundation in accounting and auditing.

Brian A. Walker's rich educational background, coupled with his extensive experience across various roles in finance, consulting, and program management, positions him as a versatile professional with a wealth of expertise to offer.

With a CFP designation under his belt, Brian continues to make significant contributions to the financial industry and beyond, leveraging his skills and knowledge for the benefit of his clients and organizations.