About Us
Welcome to Advanced Wealth and Retirement Planning Concepts, where we pride ourselves on delivering exceptional financial services tailored to meet your wealth management, investment, and retirement planning needs.
Meet Dr. Barbara Walker-Green, Sr. Managing Partner:
Dr. Barbara Walker-Green, a seasoned financial professional with over 22 years of industry experience, serves as the Senior Managing Partner at Advanced Wealth and Retirement Planning Concepts.
As a Registered Investment Advisor and insurance licensed professional, Barbara has provided invaluable financial services to a diverse clientele comprising hundreds of families, businesses, and individuals.
Meet Dr. Barbara Walker-Green, Sr. Managing Partner:
Dr. Barbara Walker-Green, a seasoned financial professional with over 22 years of industry experience, serves as the Senior Managing Partner at Advanced Wealth and Retirement Planning Concepts.
As a Registered Investment Advisor and insurance licensed professional, Barbara has provided invaluable financial services to a diverse clientele comprising hundreds of families, businesses, and individuals.
- Our Team
Shaolin Walker
Insurance Specialist
Nancy Mitchell
Office Assistant
Samantha Throng
Events coordinator
Nuhulien Hope
Medicare Specialist
58m+
Funds Invested
95% of our customers fell more secure about their future
300m+
Happy Clients
Tailored strategies to help you meet your financial goals
98%
Client Satisfaction
We’ve guided countless clients to secure retirements
Expertise and Qualifications:
Barbara holds a Bachelor of Arts degree in Finance, a Master’s degree in Business Management, and a Doctorate degree in Business Management, establishing her as a knowledgeable and passionate leader in the financial services industry.
Specializing in wealth management, financial planning, and retirement planning, Barbara’s comprehensive education, training, and decades of experience allow her to address clients’ total financial planning needs with precision and care.
Recognition and Media Presence:
Barbara’s expertise has garnered recognition from prestigious media outlets such as Forbes, Dow Jones, Fox News, and RTTNews.
She has been featured on industry magazine covers, named a 5-star wealth advisor in Texas, and showcased as a local financial expert on FOX, KHOU, and ABC news stations. Such accolades underscore Barbara’s reputation as a trusted authority in financial planning.
Industry Focus on Life Insurance and Annuities:
With eighteen years of specialized experience in the life insurance and annuity industry, Barbara possesses a deep understanding of the strategic importance of these products in a comprehensive financial plan.
Her proficiency lies in integrating life insurance and annuities seamlessly into wealth management, finance, and retirement planning strategies, ensuring her clients benefit from a well-rounded financial approach.
Commitment to Financial Education:
Beyond her role as a financial advisor, Barbara is a dedicated educator, imparting her knowledge through various courses on essential financial topics.
From annuity and life insurance fundamentals to retirement planning strategies and 401(k) management, Barbara’s commitment to enhancing financial literacy underscores her expertise, dedication, and genuine desire to empower others to make informed financial decisions.
How We can Help
Explore our services to start shaping a confident financial future
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Investment
Advisory
Planning
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& Annuities
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