Sound Retirement Advisors LLC | Financial Advisor in Huntington Beach ,CA

17011 Beach Blvd, Suite 900
Huntington Beach, CA 92647

Financial Advice for Peace of Mind


About

Sound Retirement Advisors, LLC is an independent firm
focused on your financial well being. My goal is to ensure
that you have the means to retire when you are ready and
if already retired, to make sure your investments are secure.
I can also advise you on any other financial goals, whether
educational or legacy.

We can start with a free consultation and talk about your
objectives and resources. Then we can build a detailed
financial plan or investment portfolio.

If you are a self directed investor, I can offer a portfolio
review using modern quantitative analysis and professional
experience.

5 Years of Experience



General Information
Firm Start Year:   2011
No.of Employees:   1
Insurance License#:   0I10071
Name of Custodial Firm:   Scottrade
States Licensed in:   CA
Number of Years with Current Firm:   2
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Bonds , Mutual Funds , Stocks , Annuities , Insurance
I can meet clients in the following ways:   At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Life , Life
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Boeing Long Beach Management Association


Firm Information
Firm's Number of Clients:   6
Firm's Number of Planning Clients:   2
Firm's Number of Managed Clients:   6
Assets Managed by Firm:   $1.5M
Advisor's Number of Clients:   6
Advisor's Number of Managed Clients:   6
Assets Managed by Advisor:   $1.5M


Compensation & Fees
Minimum Portfolio Size for New Managed Accounts:   $100,000


Education
Masters in Business Administration - Finance  University of Washington - Seattle, WA
September 1978-August 1980

Bachelor of Arts - History  Yale University - New Haven, CN
September 1970-June 1974



FAQs

  • Do you have a customer satisfaction or refund policy? Yes.
  • What are your qualifications? What is your education background? I have 25 years of experience in Corporate finance, including M&A and Valuation. Since I retired over five years ago at 55 I have been studying and performing financial planning and investment management.
  • What is your approach to financial planning? Work with the client to establish a long term, low stress financial and investment plan.
  • What services do you offer? Financial Planning and Investment Management
  • How many clients do you currently manage? 6
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Vincent Walker

Vincent Walker

MBA, Finance

Biography


Vince Walker is the owner of Sound Retirement Advisors, LLC, an investment advisory
firm registered in the State of California. A graduate of Yale University, Vince has a
MBA in Finance from the University of Washington.

Retired from The Boeing Company where he was Director of Finance, Vince was a
financial advisor on projects from the Space Shuttle to the C-17, working with top
management, investment bankers, suppliers and subsidiaries around the world.
Vince's commitment is to deliver state of the art planning and investment management
service with the same integrity and analytical excellence that he brought to the
corporate aerospace arena.

Sound Retirement Advisors combines state of the art financial planning with client
suitable investment strategies based on sound financial theory and common sense. My
belief is that with current technology (see Technology tab) a small firm can deliver
superior client service and asset management with an exclusivity of focus.

My Services


Financial Planning for Individuals

Using state of the art web based software with corporate level security we can integrate all of your assets real time with your financial plan. This allows you to see and manage your net worth.


Portfolio Management

Specializing in investment management for those close to or in retirement, Sound Retirement Advisors blends academic theory and practical experience to build low cost fully diversified portfolios at your risk comfort level.