Tj Walker
Helping families and individuals align their money with their purpose, achieve meaningful goals and create lasting impact with confidence and contentment.
- Role
- Financial Advisor at Rooted Financial Advisors
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tj Walker
We serve families and individuals that want to be purposeful with their money but need…
Experience
Financial Advisor
Nov 2017 — Present · Beaverton, OR, US
Education
Portland State University - School of Business
BS
2002 — 2006
Skills
- Wealth Strategies
- 401k Rollovers
- Retirement Planning
- Crm
- Sales
- New Business Development
- Strategic Planning
- College Savings Plans
- Tax-Advantaged Investment Strategies
- Securities
- P&L Management
- 401k Options
- Iras
- Investments
- Mutual Funds
- Financial Advisory
- Roth Ira
- Business Development
- Forecasting
- Wealth Management
- Portfolio Strategies
- Investment Strategies
- Life Insurance
- Social Security
- Sales Operations
- Customer Service
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