David G. Walker
Financial Advisor at Equitable Advisors
- Role
- Certified Financial Planner Tm Professional at Equitable Advisors
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
Experience
Certified Financial Planner Tm Professional
Jan 2020 — Present · Syracuse, NY, US
Retirement Planning Specialist: Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. CFP: CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.CA Insurance Lic.# 41•••45
Education
University of Pennsylvania - The Wharton School
Wharton Retirement Planning Program
Syracuse University - Martin J. Whitman School of Management
BS in Finance
Skills
- Investments
- Strategic Planning
- Asset Protection
- Management
- Asset Allocation
- Risk Management
- Finance
- Financial Advisory
- Financial Analysis
- Securities
- Retirement Planning
- Portfolio Management
- Insurance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.