Keith Walker

Background

About Keith Walker

My mission here at Stifel is to help my clients pursue their financial goals. Although my clients represent a cross-section of backgrounds, professions, and life stages, I have particular experience in serving three types of clients:~Small Business Owners, Key Employees and their Families ~Fiduciaries and Trustees managing Trusts, Foundations, Conservatorships, etc.~Busy Individuals and Families Stifel provides a full spectrum of financial services you'd expect from a high-quality financial services firm including investment management, retirement planning, estate planning strategies, life and long-term care insurance strategies, and 401(k) accounts. I consider both sides of a balance sheet (assets and liabilities) as well as tax considerations when developing one's wealth management plan. I believe collaboration and effective two-way communication are key to a successful, long-lasting relationship. I enjoy working with your existing tax, legal, and other professional advisors or can offer referrals to provide a holistic team approach to help you manage all of your affairs. I welcome the opportunity to learn more about you and explore whether I might be a fit for you and your needs. Please contact me at (916) 774-3714 or walkerka@stifel.com to begin a dialogue. CA Insurance Lic.#0C03642 LHV Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: