Sydney Walker
Certified Financial Planner ®

3700 State Street , Suite 240
Santa Barbara, CA 93105

Phone: (805) 966-5084
Toll Free: (877) 888-4831
Fax: (805) 966-5142

Office Hours: Monday to Friday 6:30 AM - 4:00PM PST
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As a financial advisor, I help my clients align their wealth with their values and intentions. Always putting my client's interests first, I believe that my role is to be a solid resource and guide in furthering your financial goals. I seek to create trusted partnerships with my clients, by being accessible, proactive, attentive and responsive to each individuals' unique financial situation and needs.


  • Over 10 years of experience
  • Exceptional personal service
  • Certified Financial Planner (TM)
  • MBA, University of San Diego, San Diego, CA
  • BA in Political Science, Occidental College, Los Angeles, CA
  • Series 7, 63, 66 licensed
  • Member Financial Planning Association
  • Volunteer Cancer Center of Santa Barbara
  • Volunteer Santa Barbara Trust for Historic Preservation
  • Volunteer Transition House
  • Volunteer Channel Islands Marine & Wildlife Institute
  • Member Santa Barbara Masonic Lodge #192
  • Member Santa Barbara Toastmasters Club #5
  • Eagle Scout, Boy Scouts of America
  • Fluent in Spanish
  • Sailing, Tennis, Running, Hiking, Biking

Areas of Specialization