Sean Walker

MBA
Managing Director and Wealth Advisor

Meet Sean

Sean Walker is a Managing Director and Wealth Advisor based in Irvine, California with 24 years of experience in the field.

Sean’s decades of experience as a capital markets industry veteran include a plethora of consulting and advisory roles in matters of corporate finance, mergers and acquisitions, and financial analysis. He has had the pleasure of advising corporate leadership, private equity, and closely held, family-owned businesses on a variety of strategic and financial issues. Prior to his roles in corporate America, Mr. Walker served in the U.S. Navy as a Naval Flight Officer, flying combat missions aboard the F-14B Tomcat. He also served as an assistant adjunct professor of Naval Science at UCLA.

Mr. Walker earned his Bachelor of Science in Economics with an emphasis in Finance from the Wharton School at the University of Pennsylvania and later received his MBA from UCLA’s Anderson School of Business. He holds Series 7, 63, 66, and 24 registrations.

Sean is married to his lovely wife Kimberly, and together they have four children. In addition to spending time with his family, he enjoys aviation, alpine skiing, golf, and basketball.

CA Insurance License #: 0I98251

A virtuous and industrious people may be cheaply governed.
Benjamin Franklin

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 24 years financial industry experience
  • 11 years with Applied Financial Planning
Education
  • BS in Economics, Wharton School University of Pennsylvania
  • MBA with concentration in Finance, UCLA
A virtuous and industrious people may be cheaply governed.
Benjamin Franklin

Applied Financial Planning

 100 Pacifica Suite 400
Irvine, CA 92618
(800) 452-5264