Thomas Walker
Sr Investment Advsior at Apella Wealth
Based in Malvern, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Malvern
Industry
Financial Services
Company size
125
Contact information
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t•••••••@apellawealth.com
Phone
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Background
About Thomas Walker
Financial planner and investment advisor providing custiomized advice to individuals and 401k plan sponsors. Former executive at ARAMARK corporation providing services to broad range of business clients. Managed private investments and trust funds since 2004. Joined Strucuted Asset Management in 2011 as financial planner and investment advisor. Provides personal financial consulting to individuals and 401k plan sponsors, on a fee-only basis. Services include financial planning and investment management services. Holds MBA from The Pennsylvania State University. Completed post graduate studies at The American College. Holds CFP(r) Certification and ChCF designations. Member of the Financial Planing Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the Garrett Planning Network. Specialties: Comprehensive Financial Planning to help clients achieve their lifetime financial goals. Independent objective review of client's investment portfolio Retirement planning with lifetime cash flow plan Strategic Asset Allocation Consulting and advice provided to 401k sponsors
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