Kirsty M. Walker

  • Kirsty Walker, MBA, CFP®, CRPC®

    Vice President, Investments

Kirsty in a CERTIFIED FINANCIAL PLANNERprofessional and Chartered Retirement Planning Counselor with over 20 years of experience helping executives, families and business owners build and maintain their wealth. Kirsty specializes in helping her clients plan for, transition to and create a reliable income stream throughout retirement.

Successful wealth management is built on a long-term financial strategy. It’s much more than attempting to pick today’s hot stock or trying to time the market. Getting your financial house in order requires having someone who understands and can coordinate all the moving parts of your financial life so that they all work together to achieve the lifestyle you want to live.

Kirsty helps her clients develop realistic strategies that address the following areas:

  • Retirement, longevity, health planning
  • Liability and risk management
  • Financial management
  • Tax-efficient investing
  • College savings plans
  • Income replacement
  • Social Security planning
  • Beneficiary designations and estate planning

In our initial conversations the focus will shift from short-term decisions to long-range strategies. You will begin our disciplined wealth management process in which we work together to establish your objectives, set strategies, implement the advice and then, your progress will be actively reviewed and managed. Clients remain focused on long-term goals while getting the advice they need to make appropriate tactical decisions for challenging, shorter-term market environments.

Kirsty graduated from the University of Calgary, Canada with a Bachelor of Commerce degree and earned her MBA from the Crummer Graduate School of Business at Rollins College. Her volunteer and fundraising efforts center around helping children lead healthier lives and she also focuses on cancer research. Kirsty lives in Winter Park with her husband Jeff, daughter Brielle and two dogs, Biscuit and Massimo.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.