As Managing Director and Wealth Advisor at VestGen Wealth Partners, David Walker brings over three decades of experience in financial services. He began his career in 1989 after earning a B.A. in Economics and Finance from the University of Illinois.
David’s unique expertise lies in the powerful combination of income tax preparation and investment planning. This dual specialization allows him to provide truly integrated financial advice, as he understands that tax planning is a critical part of a comprehensive financial strategy.
Recognizing the growing need for strategic retirement solutions, David has focused his practice on Retirement Income Planning. This specialized approach shifts the focus from simply accumulating wealth to creating a sustainable, lifelong income stream. He works closely with clients to develop a personalized plan that considers all potential income sources, including social security, pensions, and investments. David helps clients confidently address key risks such as inflation, market volatility, and tax exposure, ensuring their wealth lasts throughout their retirement years.
