Becky Walker is a Certified Financial Planner® Practitioner and Registered Principal with Triad Advisors and is the President and Senior Advisor of Wealth Strategies, Inc.
Becky has been in the investment business since 1985 and in the securities business since 1991. She is a member of the The Financial Planners Association and a member of the Society of Financial Service Professionals. Becky has successfully completed the FINRA sponsored Series 6, Series 7, Series 63, Series 65, Series 24 examinations and is a Registered Principal of Triad Advisors.
Her mission is to help guide her clients from affluence to independent wealth. Becky accomplishes this mission by:
Using sound judgment, well researched unique strategies, hard work and unparalleled service
Networking with client’s professional team to insure a seamless, well coordinated plan
Focusing on executive compensation analysis, retirement plan design, business succession planning, risk management, estate planning and tax strategies
Designing a unique plan incorporating her clients risk tolerance, goals, objectives, and time constraints
Becky and her husband, Jim, are native Texans, have three children and enjoy golf, boating, and traveling. She received her degree from Southwest Texas State University, where she later taught.
She began her career in Kerrville, Texas as an investment real estate specialist before relocating to Austin as a financial coach and investment specialist.