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Chris Walker, CPA, CFP
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Degrees
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BS Accounting, Master of Accountancy, CPA, CFP®
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My Expert Service
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Chris has both a Bachelors and Masters degree in Accountancy from the University of Alabama. Chris graduated magna cum laude from undergraduate school and summa cum laude from graduate school.
Chris has a broad range of experience ranging from public accounting to corporate finance to being a fee only financial planner and investment manager. Chris has served as a tax manager at a regional public accounting firm where he prepared and reviewed income tax returns and assisted clients in income tax planning. Chris also worked closely with clients on estate planning, IRS audit represenation, retirement planning, investment analysis, college planning, and general financial planning.
Chris has several years of corporate finance experience where he dealt with CFO's on a daily basis to help them maximize their organization's revenues and net income.
Chris has experience as a fee only financial planner where he works closely with clients to help them achieve and exceed their personal financial goals. Chris helps clients in crafting financial plans, analyzing investment options, estate planning, retirement planning, college planning, and risk management. Chris integrates all aspects of a client's financial picture into an understandable plan that a client then works to achieve.
Chris has worked with individuals from all aspects of life and all income ranges including teachers, adminstrative workers, professionals, doctors, attorneys, CFO's, CEO's, and government officials.
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Experience & Qualifications
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6 years experience in income tax planning/preparation, financial planning, investment consulting, college planning, retirement planning, estate planning and risk management.
4 years experience in corporate finance with a large national healthcare organization.
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Available Modes Of Communication
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email/chat
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Contact
Chris Walker, CPA, CFP
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