Tom Walker, Financial Advisor
Meet Thomas Walker, ChFC
9999 Wayzata Blvd, Minnetonka, MN
Contact Tom to schedule your annual portfolio review or introductory consultation.
Tom began his financial services career in 1992 with New England Financial. In 2001, he transitioned to Cetera Advisor Networks in order to expand the solutions he could offer his clients. Tom continues to build his clientele by creating trusting relationships using a needs-based planning approach.
Tom developed diverse skills that he leverages to clients’ benefit. He has a broad background in investment and insurance planning, dependents’ needs at death, special gifting plans and estate planning. By using robust analytical and planning tools, he can develop a diversified investment program suited for individual investment experience and goals. Tom also has a solid understanding of tax-advantaged plans that can be used to potentially minimize tax effects.
Tom earned his Bachelor of Science degree in Business Administration at the University of Wisconsin-River Falls. Tom’s professional achievements include lifetime membership in the Finance Leaders Association, membership in the prestigious Million-Dollar Round Table, and member of the MVP club within Cetera Advisor Networks. He has also achieved the professional designation of Chartered Financial Consultant (ChFC).
Tom and his wife Tina have two children and reside in Savage, MN. Tom enjoys volunteering with Urban Ventures, an organization that helps inner city fathers in prison and dependency programs reconnect with their children.