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Walker Phillips, CFP®, CIMA®

Partner

Norfolk

Client Advisory

Biography

Walker is a Partner in the Virginia office.

Prior to joining Cerity Partners, Walker served as a Portfolio Manager at Palladium Partners LLC. He has worked in the industry since 2008.

 

Education

  • BFA from the University of Kansas
  • AAT from McPherson College

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®

Latest Insights

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Walker Phillips

Retirement Planning

Cash Balance Plans: 3 Steps to Success

For businesses with consistent cash flows, a cash balance plan can enhance benefits beyond the typical 401(k) or profit-sharing plan.

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Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule a meeting below:

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Dustin Ribergaard

Lead Concierge

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Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Is It Time to Panic? (Spoiler Alert: No, It Is Not)

Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think.

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

April 2025 Economic & Market Outlook

Are we headed for a recession or might the economy continue to grow? In this video, Chief Equity Strategist Jim Lebenthal examines recent market volatility,…

Kim Curtis

Partner

Individuals and Families

From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game 

Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.