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Rob Walker

Senior Vice President – Investments
Investment Advisor Representative

I am a seasoned financial advisor with over 35 years of experience helping businesses, individuals and families achieve their long-term financial goals. I focus my practice on personalized investment portfolios using individual stocks & bonds,

tailored to each client’s unique financial situation, risk tolerance, and objectives. 


I understand that every client is unique, and that is why I offer flexible compensation options to suit your needs. You can choose advisory accounts, where you pay an annual fee tied to the account value which aligns my incentive with your goals. I also offer commission-based 
accounts if you prefer, where my compensation is tied to the investments product we select together.

[Note: Minimum account size applies to advisory accounts, and rate is negotiable.] 
 

Regardless of the compensation structure you choose, you can expect to receive

personalized attention, expert guidance, and a commitment to help you achieve your financial goals.

My goal is to provide you with the confidence and peace of mind that comes from knowing your financial future is secure.

About Me: 

  • Education: I hold a finance degree from Oregon State University’s College of Business. 

  • Experience: Over 35 years of assisting clients with their investments. 

  • Beyond the Office: When I'm not working, you can find me on the golf course, perfecting my swing, or tackling the next renovation project on my house flip. 

  • My Commitment: "With over 35 years of experience guiding clients toward financial peace of mind, I remain dedicated to maximizing wealth and managing risk with unwavering integrity. 

 

“Forget the one-night-stand broker, it’s time for a 2-way commitment that goes beyond simple 
dollars and cents. I’m in this for you… for the long term. Let's connect and explore how I can 
help you achieve your financial goals."

Rob Walker: Services
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