Syd Walker, CFP, AIF, Vice President/Investments - Stifel

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United States
Santa Barbara, CA
Syd Walker, CFP, AIF, Vice President/Investments - Stifel

Experience Syd’s personalized, professional service for yourself at Stifel’s local Santa Barbara branch. After hours by appointment only. Stifel Financial Corp.

Contact him today by phone at (805) 957-1840 or via e-mail [email protected]. With over 20 years of experience as a financial advisor, Syd offers investment management, retirement planning strategies, and wealth management services to individuals, families, and not-for-profit organizations. Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ Professional certification as well as the A

ccredited Investment Fiduciary® designation, Syd has received extensive training on the duties of good faith and standards of care. He is committed to working in your best interests while striving to align your wealth with your values and intentions. After House By Appointment Only
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

10/05/2024

Join us for the 2024 U.S. Elections webinar on October 29th. Stifel's Brian Gardner and Michael O'Keeffe will be discussing the potential outcomes and investment implications of the upcoming elections.

stifel.com

09/13/2024

To balance the Ranch's renowned standard of excellence with fresh, innovative elements in The Speakeasy, our team focused on seamlessly integrating both aspects

forbes.com

03/11/2022

https://www.stifel.com/newsletters/AdGraphics/InSight/Major-Themes/MT.html

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The inform...

02/21/2021

An Introduction to Cost Basis

When creating your estate plan, it is important to consider how income taxes may impact your beneficiaries. In order to do this, you need to have a basic understanding of cost basis rules. The following information will help you understand cost basis so that you can have meaningful discussions about...

02/20/2021

2021 Quick Tax Facts: Heads of Households and Married Filing Separate

02/19/2021

Retirement Income Workbook: Helping You Plan For Tomorrow

02/18/2021

Taxation of Capital Gains

Many taxpayers are confused when it comes to the taxation of capital gains, and for good reason! In order to comprehend this concept, you’ll need a general understanding of the following: (a) an asset’s holding period, (b) the “netting” rules, (c) ordinary and preferential tax rate schedules...

02/03/2021

The Saver’s Credit

The Retirement Savings Contributions Credit, known informally as the Saver’s Credit, is a non-refundable tax credit that may be applied up to the first $2,000 of voluntary contributions made to a 401(k), 403(b), or similar employer-sponsored retirement plan, or a traditional or Roth IRA.

02/02/2021

The SECURE Act

The Setting Every Community Up for Retirement Enhancements (SECURE) Act increases saving opportunities for Americans. The SECURE Act contains 29 separate provisions, many of which became effective January 1, 2020. Below is a summary of some of the more substantial changes.

02/01/2021

The SECURE Act: Impact on Retirement Plans

The Setting Every Community Up for Retirement Enhancements (SECURE) Act encourages workplace retirement plan adoption and increases saving opportunities for Americans. The SECURE Act contains 29 separate provisions, many of which became effective January 1, 2020.

Address

206 East Anapamu Street
Santa Barbara, CA
93101

Website

http://www.sydwalker.com/

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