Barbara Walker-Green, President/CEO
Houston Financial Planner Barbara Walker-Green has always been interested in helping others. When she first came into the financial services industry, she was initially focused on corporate finance, but the needs of her boomer friends, as well as her family, inspired a change in her career direction. In an effort to help those around her experience financial freedom and be better positioned to leave an inheritance for their loved ones, Barbara opened her own financial and retirement planning practice, Advanced Wealth and Retirement Planning Concepts, nearly a decade ago.
As a Personal Wealth Advisor, Barbara specializes in wealth management, financial and retirement planning, as well as consulting in 401k and Mutual Funds. She focuses on the entire family during this process to ensure the goals, both financial and personal, are well communicated to the client’s family and structured to be honored upon ones passing.
Barbara is Registered Investment Advisor and is insurance licensed. She earned a Bachelor of Arts degree in Finance and a Master’s degree in Business Management from the University of Phoenix. She is both knowledgeable and passionate about her work and is a well-suited planner for individuals and families in need of comprehensive financial and retirement planning services.
Her combination of nearly two decades of financial management experience, training and specialized education means Barbara can meet a client’s total financial planning needs. Barbara has been interviewed and quoted by media giants such as Forbes, Dow Jones, and RTTNews, as both a financial expert and “go to” person. She was also featured on the cover of the Senior Market Advisor magazine as the “Boomer Expert” and quoted in Black Enterprise Magazine.
Barbara provides financial commentary on FOX News in Houston, TX and appears regularly on the local Houston CBS news station.
Since beginning her practice, Barbara has become a top advisor and nationally recognized speaker joining groups such as the National Ethics Bureau, Chamber of Commerce, Better Business Bureau, Million Dollar Round Table and NAIFA.
Shaolin Walker - Executive Assistant and Insurance Specialist
Shaolin joined the team in 2010 as Executive Assistant and Insurance Specialist as she demonstrates dedication, leadership and excellence in insurance related services. A graduate from Howard University in 2009 with a Bachelors Degree in Business Management, Shaolin brings a wealth of knowledge and cutting edge skills to the company.