Meet John

John Walker
Financial Advisor
CRPC®, AIF®, CLTC®

John is a Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary (AIF®) and is Certified for Long Term Care (CLTC®).

John joined the financial industry in 2012 after more than a 20-year career of executive leadership and sales management in the telecommunications & technology industries. John is a wealth advisor for a small group of families who aspire for a work-optional lifestyle.  He has drawn on his personal and business experience to develop the Wealth Clarity process to help guide clients into and through their retirement years.  The Wealth Clarity process analyzes the interplay between investment, insurance, taxes, legal elements and the goals of a client’s situation that allows him to build a plan to fit individual financial circumstances, with the flexibility to account for life’s unexpected changes.

Independence with Trek

In order to provide our clients with the most suitable financial planning resources, and provide them with truly custom planning options, we work with Trek Financial, LLC., a Registered Investment Adviser.

This affiliation allows us the opportunity to work with our clients as a truly independent fiduciary, with the freedom to plan your financial path – giving you control over your financial future.

More About John

 A lifelong native of the Denver area, John currently lives in Littleton, CO with his best friend and wife, Kristin.  Besides attending Rockies games, skiing, paddle boarding and playing golf, they enjoy spending time with their two wonderful children, their two goldendoodles, Ryder & Roo, and their grand-dog Teller.

Better Financial Planning

Plan your retirement journey today.