Leo Walker Email & Phone Number

Listening and establishing trust is essential to helping clients navigate to, through and beyond retirement. I utilize a process that leverages strategies, technology and professional specialists to develop your plan, track progress and adjust as necessary in preparation for planned and unplanned critical financial events in your life. In the area of Wealth Management, I have access to professionals in Lending and Trust Services through Wells Fargo affiliates. Their advice and solutions are client centered, results oriented and value driven. Additionally, I collaborate with clients’ other advisors to help implement a plan and strategy that helps them focus on where they are headed and feel confident in where they stand in relation to their goals and intentions.Please contact me by e-mail at leo.j.walker@wellsfargo.com or by phone at 858-261-6278. This information is intended for use by residents of AZ, CA, DC, GA, HI, ID, IL, LA, MI, MO, NV, OR, SD, and WA only.CA Insurance Producer License Number 0762066/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Financial Advice, Investments, Retirement Planning, Executive Services, and 6 others.

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  California State University-Fresno

  Communications