Scott Walker has been Chairman & CEO of Walker Financial Advisors, Inc. Dba California 457 Benefits since January 1998, is a control person of the firm and directly owns under 5% of it. Scott Walker holds a Bachelor in Business Administration from the University of Nebraska-Lincoln.
Walker Financial Advisors, Inc. Dba California 457 Benefits is a Mission Viejo, CA firm with $233M under management, 178 clients and 3 advisers in one office, as of its March 2026 filing.
Scott Walker is Chairman, CEO, and Co-Chief Investment Officer of Walker Financial Advisors, Inc., based in Mission Viejo, California. He has been a Certified Financial Planner practitioner since 1986 and founded the firm in 1986 as Walker Financial Consultants in Irvine. Before entering the financial advisory business in 1985, he was in the management training program of Security Pacific National Bank.
- – present · 13 yearsMission Viejo, CA · Adviser representative · Firm CRD 106268
- – · 6 yearsMission Viejo, CA · Adviser representative · Firm CRD 106268
Professional designations
Listed by Walker Financial Advisors, Inc. Dba California 457 Benefits
- CFP®
Investment adviser representative registrations
Scott Walker is registered as an investment adviser representative in California, since February 2013.
- CaliforniaSince 6 February 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 24 July 1986 |
| Series 7 | General Securities Representative Examination | 20 April 1985 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Scott Douglas Walker
- CRD
- 1362980
- Firm
- Walker Financial Advisors, Inc. Dba California 457 Benefits · CRD 106268
- Role
- Chairman & CEO
- Office
- 27201 PUERTA REAL, SUITE 465, Mission Viejo, CA 92691
- Registration
- Investment adviser registration
- In the industry since
- August 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- walkerfinancial.com
Where does Scott Walker work?
Scott Walker has been Chairman & CEO of Walker Financial Advisors, Inc. Dba California 457 Benefits since January 1998, and is a control person of the firm.
Is Scott Walker a financial advisor?
Yes. Scott Walker has a current investment-adviser registration in California, through Walker Financial Advisors, Inc. Dba California 457 Benefits since February 2013.
How many years of experience does Scott Walker have?
Scott Walker has 20 years in the financial industry, since August 2006, across 1 adviser firm.
What exams has Scott Walker passed?
Scott Walker has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in April 1985.
Where is Scott Walker based?
Scott Walker’s registered office is in Mission Viejo, CA.
Is Scott Walker registered with FINRA?
No. Scott Walker has no current broker registration.
Is Scott Walker a CFP?
Walker Financial Advisors, Inc. Dba California 457 Benefits lists Scott Walker with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Scott Walker’s record?
Search CRD 1362980 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Walker’s full registration record.