John Walker is a Financial Consultant with Trek Financial in Littleton, CO. A lifelong native of the Denver area, John draws on his years as a business executive and personal experience to help clients chart their financial futures, manage and grow their assets and to protect what’s most important to them. He helps people make informed, smart financial choices. Working with individuals and familie
s, John focuses on long-term planning that frequently crosses generations. As an advisor to clients, John’s role is to educate, motivate and inspire people to take action regarding their financial future. Using a holistic approach with a team of experts across various disciplines of financial planning, John advises on the interplay between investments, insurance and the tax and legal elements of a client’s situation. John’s personal experience as a husband and father and his 20+ years working in large and small companies help with his empathetic approach to dealing with a client’s life-changing events. Drawing on his years as a business executive, John understands firsthand the challenges of building a successful business and attracting competent employees. His work with businesses ranges from sole proprietorships and professional practices to larger multi-faceted companies. He has experience with employer-sponsored plans such as 401k, SIMPLEs and SEPs as well succession planning and key executive compensation and benefits plans. John possesses the following licenses: FINRA Series 7 and 66 as well as CO, TX & AZ Life & Health Licenses. Specialties: Retirement Accumulation & Distribution Planning, Long-Term Care Planning, Wealth Management, Estate Planning, Risk Management Solutions, Business Succession Planning, Executive Benefit Planning.
