With work experience over 21 years, Aldo is nowadays working at Upstream Investment Partners as a Vice President, Private Wealth Strategies. Aldo received his education from 2005 to 2005 at the College for Financial Planning. Aldo Waker is a qualified expert, that is proven by qualifications : Accredited Asset Management Specialist, Accredited Investment Fiduciary, and Series 66 Uniform Combined State Law. this expert speaks Spanish proficiently. This person lives in Austin, Texas. To contact Aldo, you can search for their phone or email address or receive exhaustive information by requesting access to the person's additional details on SoftwareOfficial.
Name variants:
Aldo Waker
Last updated Jun 25, 2024
Contact Information
Last Update
Jul 13, 2022
Email
al**@wakerfinancial.com
Location
Austin, TX
Workplace
Vice President, Private Wealth Strategies
Industry
Financial Services
Colleagues
Work History
Vice President, Private Wealth Strategies
Austin, Texas Area
I provide a full range of products and services that can meet the specific needs of each client. With more than 25 years of strategic and financial planning experience, I help you craft pra...
from Sep 2012
Co-Executive Director & CFO
Austin non-profit organization providing a range of services for older adults, people with disabilities, and their caregivers.
Jan 2009 — Mar 2011
Principal
Austin, Texas Area
We provide a high level of financial and business management services, carefully tailoring strategies to meet the specific needs of each client. Specifically, we define financial objectives,...
from Oct 2008
Financial Advisor
Provide financial planning and investment management strategies for individuals, families, and institutions. Specialize in retirement and college planning, socially responsible investing, a...
Jan 2005 — Oct 2008
Chief Financial Officer
Began as member and Treasurer of the Board of Directors. Later hired to help create the strategy and infrastructure to manage the portfolio of its capital campaign.
Jan 2000 — Jan 2005
Chief Financial Officer
Managed the growth of this organization which grew from a small local agency to a national leader in the financing of health and wellness advocacy programmng.
Mar 1993 — Sep 1997
Senior Manager
CPA firm. Created estate and tax planning solutions for individuals and their families. Also responsible for developing financial strategies for those clients with small to medium sized co...
Jul 1983 — Jun 1990
Education
2005 — 2005
1990 — 1993
1976 — 1982
Occupations
Executive
Founder
Chairperson
Vice President
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Professor
School Principal
Business Administrator
Financial Director
Founding Member
Chief Executive
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
School Administrator
Educational Manager
Operations Manager
Financial Officer
Financial Manager
Skills
Finance
Strategic Financial Planning
Investments
Strategy
Strategic Planning
Financial Analysis
Leadership
Financial Services
Management
Business Analysis
Asset Allocation
Portfolio Management
Risk Management
Insurance
Mutual Funds
Financial Planning
Managerial Finance
Nonprofits
Budgets
Small Business
Financial Reporting
Training
Investment Advisory
Alternative Investments
Business Planning
Executive Management
Microsoft Office
Coaching
Investment Management
Asset Managment
Analysis
Due Diligence
Accounting
Forecasting
Investment Strategies
Retirement
Estate Planning
New Business Development
Fixed Annuities
Financial Modeling
Project Planning
Start Ups
Public Speaking
Wealth Management
Retirement Planning
Consulting
Insurance Planning
FAQs about Aldo Waker
What is the profession of Aldo Waker?
This professional's job is Vice President, Private Wealth Strategies
What are the main profession of This professional?
These person's professions are Executive and Founder
Where does Aldo Waker currently live?
Aldo Waker currently lives in Austin, Texas.
What is the expert's email?
Aldo Waker's email is al**@wakerfinancial.com.
Where did Aldo Waker work?
Aldo worked at Upstream Investment Partners, LLC, Family Eldercare.
Where has Aldo Waker studied?
Aldo studied at the College for Financial Planning from 2005 to 2005.
What are the certifications of Aldo Waker?
This expert received the following certifications: Accredited Asset Management Specialist, Accredited Investment Fiduciary, Series 66 Uniform Combined State Law, and Series 7 General Securities.
What languages does Aldo Waker speak?
Aldo Waker speaks Spanish.