Dr. Barbara Walker-Green has been in the financial services industry for over 22 years. Throughout her career Barbara has provided valuable financial services to a combination of hundreds of families, companies, and individuals. Barbara is a Registered Investment Advisor and is insurance licensed. She earned a Bachelor of Arts degree in Finance and a master’s degree in business management and a Doctorate degree in business management. She is both knowledgeable and passionate about her work and is a well-suited planner for individuals and families in need of comprehensive financial planning, investment advisory services, and retirement planning services. As an investment advisor, Barbara specializes in wealth management, financial and retirement planning. Her combination of over two decades of experience, training and specialized education means Barbara can meet a client’s total financial planning needs. Barbara works with her clients to make sure that their needs, dreams, and goals are addressed with professionalism and compassion. Barbara has been interviewed and quoted by such media giants such as Forbes, Dow Jones, Fox News and RTTNews, has been on the cover of industry magazines, named a 5-star wealth advisor in the state of Texas, and has been seen on local news stations such as FOX, KHOU, and ABC as a local financial professional.Adding to her impressive credentials and numerous accolades, Barbara brings to the table eighteen years of comprehensive experience in the life insurance and annuity industry. This industry focus has equipped her with an in-depth understanding of the value of these products in a client's comprehensive financial strategy. Her expertise lies in identifying how life insurance and annuities fit within the broader scope of wealth management, finance, and retirement planning.Barbara's proficiency extends beyond traditional financial planning, as she is also a seasoned educator. Barbara has taken her commitment to financial education a step further by teaching numerous courses throughout her career. These courses include annuity and life insurance fundamentals, retirement planning strategies, social security strategies, 401k management, first time home purchasing and much more. Barbara's commitment to educating others in these crucial topics showcases her expertise, dedication, and the value she places on broadening financial literacy.
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