About Us
We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Meet the Team
Leo Walker
- CIMA
- CPWA
- Senior Financial Advisor
- Managing Director - Investments
Leo Walker
- CIMA
- CPWA
- Senior Financial Advisor
- Managing Director - Investments
Listening and establishing trust is essential to helping clients navigate to, through, and beyond retirement. Together we will develop your plan, track its progress, and adjust as necessary for both planned and unplanned events in your life.
As your advisor, I provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, and lending solutions. I will also collaborate with your other trusted advisors to implement and execute your plan. Such collaboration simplifies your financial situation and helps ensure that your objectives are considered in an efficient and effective manner.
Prior to joining Wells Fargo Advisors, I specialized in working with Business Owners, Senior Level Executives and Professionals as a Financial Advisor at Bank of America Investments, Inc. I earned my bachelor’s degree in Communications from California State University, Fresno. In 2018, I earned the Certified Private Wealth Advisor® (CPWA®) certification; an advanced professional certification for advisors who address the sophisticated needs of high-net-worth clients. And in 2021, I earned the Certified Investment Management Analyst® (CIMA®) certification, specializing in investment management consulting.
My wife and I reside in Carlsbad, CA with our three daughters, Alexis, Sydney, and Whitney. We enjoy taking family trips and spending time together.
In my spare time, I enjoy exercising, playing golf, and exploring wine’s. I am an avid supporter of Fresno State University athletic programs and a member of the Bulldog Foundation.
California Insurance License: 0762066
Resident State: CA
Contact
Cody Chang
- Registered Client Associate
Cody Chang
- Registered Client Associate
Cody has built his career based on service and dedication to helping our clients. He is driven by delivering impeccable personal service - focused on the total client experience.
He is responsible for handling the day-to-day administration of accounts, including the opening of new accounts, updating existing account information, managing account and fund transfers, and answering questions regarding statements.
Daily Cody strives to ensure that clients’ administrative and operational needs are handled accurately and efficiently.
Cody is a graduate of San Diego State University with a bachelor’s degree in Finance. Prior to joining Wells Fargo Advisors, he completed two investment/financial services internships and worked for an independent Registered Investment Advisor (RIA) as a Client Services Associate.
A native of the Bay Area, Cody is enjoying all life has to offer in Southern California. He spends his free time trying new restaurants, playing basketball and golfing.
California Insurance License: 4316530
Resident State: CA
He is responsible for handling the day-to-day administration of accounts, including the opening of new accounts, updating existing account information, managing account and fund transfers, and answering questions regarding statements.
Daily Cody strives to ensure that clients’ administrative and operational needs are handled accurately and efficiently.
Cody is a graduate of San Diego State University with a bachelor’s degree in Finance. Prior to joining Wells Fargo Advisors, he completed two investment/financial services internships and worked for an independent Registered Investment Advisor (RIA) as a Client Services Associate.
A native of the Bay Area, Cody is enjoying all life has to offer in Southern California. He spends his free time trying new restaurants, playing basketball and golfing.
California Insurance License: 4316530
Resident State: CA
Contact
Madison Suver
- Marketing Client Associate
Madison Suver
- Marketing Client Associate
In her role as the Marketing Client Associate, Madison is responsible for scheduling client appointments, managing managing Leo Walker- Senior Financial Advisor’s, online presence, organizing special events, and supporting client services.
She brings a proactive and personable approach to her work to meet each client’s unique needs. Madison loves helping and connecting with people. Her positive attitude and collaborative approach are invaluable benefits.
Madison has a Bachelor of Science degree in Marketing from the University of Utah. In addition, she is in the process of obtaining her general securities registration (FINRA Series 7) which will broaden her abilities to service client accounts.
Madison is originally from rainy, but beautiful, Seattle. She now calls California home and enjoys everything sunny San Diego has to offer. In her free time, she likes to hike, go to the beach, play tennis and pickleball.
She brings a proactive and personable approach to her work to meet each client’s unique needs. Madison loves helping and connecting with people. Her positive attitude and collaborative approach are invaluable benefits.
Madison has a Bachelor of Science degree in Marketing from the University of Utah. In addition, she is in the process of obtaining her general securities registration (FINRA Series 7) which will broaden her abilities to service client accounts.
Madison is originally from rainy, but beautiful, Seattle. She now calls California home and enjoys everything sunny San Diego has to offer. In her free time, she likes to hike, go to the beach, play tennis and pickleball.
Contact
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