Will Walker, CFP®
Will Walker is committed to building long-term relationships with his clients through comprehensive financial planning starting with their financial goals, needs, time horizons, and individual circumstances. Drawing on his in-depth training, planning tools, and skill in analyzing and assessing his clients’ financial circumstances and goals, Will works with his clients to develop their financial freedom through diversification, developing sufficient emergency funds, managing risk, and income. Will’s goal is to provide families and business owners with assistance in building their financial freedom, and to become an impact player in the financial lives of each and every client.
Will graduated from Pennsylvania State University, where he earned an Administration of Justice degree.
Will is also very active in the communities he serves. He is a member of the Board of Directors of the Bensalem Business Association, where he currently serves as Secretary. He is also the Head Coach of the Hulmeville Soccer Club, where he coaches local youth athletes weekly.
Will resides in Bensalem, PA with his wife, Alison, and their daughter, Sadie. In his free time, he enjoys reading, running, anything to do with sports, and watching movies.
Check the background of this investment professional on FINRA’s BrokerCheck.
Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Lion Street Financial, LLC (“LSF”), member FINRA / SIPC. LSF is under separate ownership from, and unaffiliated with, United Capital. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. Lion Street Financial
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