Phil Walker
VP Retirement Strategies, Author - Speaker - Planning with Home Equity Thought Leader and Journal of Financial Planning peer reviewed published researcher. CFP CE trainer and content creator.
- Role
- Vice President Retirement Strategies at HighTechLending, Inc
- Location
- Visalia, CA, US
- LinkedIn followers
- 500 followers
About Phil Walker
Latest article: http://tiny.cc/12favzLead Author: Whitepaper “To Reduce the Risk of Retirement Portfolio Exhaustion:Include Home Equity as a Non-Correlated Asset in the Portfolio” - The Journal of Financial Planning of \"The Boomer Effect\" white paper and article published FA Magazine June 2015 http://tinyurl.com/pcanoyv Registered researcher with ResearchGate speaker for FPA Annual Conference and regional FPA eventsFormer Vice President - Financial Advisor Programs at Urban Financial of AmericaFormer National Sales ManagerFirst Horizon Home Loans, Reverse Mortgage DivisionFormer Senior Vice President, NS Funding Inc.Former President Paramount MortgageFormer Board Member - Visalia Education FoundationFormer Board Member - Arts Consortium, Tulare CountyFormer Committee Member - Gov\'t Affairs Committee, Visalia Chamber of CommerceSpecialties: Financial Planning, Retirement Risk reduction, Reverse Mortgages, Direct Sales Force Recruitment and Management, Securities Based Lending, Capital Strategies, Business Development, Finance Strategies, Investment Strategy
Experience
Vice President Retirement Strategies
Oct 2023 — Present · Irvine, CA, US
Skills
- B2b Marketing Strategy
- Investment Strategies
- Financial Training
- Webinar Development
- Asset Management
- Credit
- Insurance
- Corporate Referral Relationships
- Strategic Planning
- Mortgage Banking
- Series 7
- Financial Planning
- Mortgage Lending
- Portfolio Management
- Loans
- Building, Recruiting, and Managing a National Direct Sales Force
- Financial Services
- Securities Lending
- Financial Advisory
- Webinars
- Sales Management
- Retirement Planning
- Business Strategy
- Investments
- Leadership
- Business Development
- Loan Origination
- Seniors
- Direct Sales Strategies and Affinity Relationships
- Securities
- Public Speaking
- Estate Planning
- Banking
- Retirement
- Strategic Financial Planning
- Marketing
- Residential Mortgages
- Reverse Mortgages
- Webinar Management
- Marketing Strategy
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