Steve Walker is a Senior Vice President and Wealth Management Advisor with the Flotteron Group. With over three decades of experience in the financial services industry, he works closely with individuals and families to design and implement comprehensive financial plans that reflect their priorities at every stage of life.
Steve joined the Flotteron Group in 1999, bringing with him valuable experience from his earlier role at PaineWebber in San Francisco. As one of the group's dedicated wealth planners, he is known for taking the time to understand each client's unique circumstances and long-term vision. His planning process integrates both a high-level strategic view and a detailed financial analysis - providing clients with a clear and cohesive picture of their overall financial well-being.
Steve holds both the CERTIFIED FINANCIAL PLANNER®, CFP® certification and Certified Plan Fiduciary Advisor®, CPFA® designation, reflecting his deep expertise in personal financial planning and retirement plan consulting.
He earned his B.A. in Psychology from Syracuse University, where he was honored to serve as a Class Marshal for the College of Arts and Sciences.
Outside the office, Steve is an avid cyclist and longtime participant in the annual Anchor House Ride for Runaways, which supports homeless and at-risk youth. He lives in Yardley, Pennsylvania, with his wife Stefanie and their twin daughters.
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