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Lewis Walker is a Certified Financial Planner (CFP®) and has been in independent practice as a financial planner and investment adviser since 1976. Recognized as a pioneer in his profession, Lewis achieved his CFP designation in the third class to graduate from The College for Financial Planning in Denver, Colorado, in 1975.
In January, 2016, Lewis merged his firm, Walker Capital Management, LLC, with the Keen Insight Group to form Capital Insight Group. The firm has four experienced advisors and three client support persons and is located in Peachtree Corners, GA, a northern suburb of Atlanta. Capital Insight Group works with clients and client families to tailor a comprehensive financial and life transitions plan designed to get one to the next stage of their life and beyond.
Educational credits include an undergraduate degree from the Georgetown University School of Foreign Service, Washington, D.C., and a M.B.A. from Northwestern University, Evanston, IL. In addition to the Certified Financial Planner designation, in 1999 the International Foundation for Retirement Education (InFRE) awarded Lewis the designation of Certified Retirement Counselor (CRC®).
A recognized speaker, Mr. Walker has appeared on numerous local and nationally aired news shows and financial management programs. Lewis has conducted seminars and workshops on a myriad of financial and investment topics around the U.S. and abroad, for colleges and universities, professional associations, convention groups, and corporations. Numerous articles authored by Lewis have a appeared in a number of magazines, including the JOURNAL OF FINANCIAL PLANNING. His weekly column, The Investment Coach™, is featured in Atlanta’s THE DUNWOODY CRIER newspaper and is carried on a number of financial industry websites.
He has been recognized as one of the leading financial advisors in the U.S. by MONEY, WORTH, FINANCIAL PLANNER, INVESTMENT ADVISOR, and FINANCIAL ADVISOR magazines. Lewis served as national president of the Institute for Certified Investment Management Consultants (ICIMC) from 1998-1999. As chairman, 1999-2000, Lewis facilitated the merger of the ICIMC into the Investment Management Consultants Association (IMCA).
From 1986-1988, Lewis served as national president and chairman of the Institute of Certified Financial Planners (ICFP), headquartered in Denver, CO. In January 2000, the ICFP joined with the International Association of Financial Planners (IAFP) to form the Financial Planning Association (FPA). In 1999, the International Foundation for Retirement Education (InFRE) awarded Lewis the designation of Certified Retirement Counselor (CRC®).
In 2002, Lewis was a first recipient of the Financial Planning Association (FPA) of Georgia HONORS award. HONORS recognizes Georgians who have made a significant contribution to the development of the financial planning profession. In April 2004, The Money Management Institute (MMI) recognized Lewis with its prestigious Managed Account Pioneer Award, citing his work in the blending of holistic financial planning precepts with fee-based separate account management.
In 2011, Lewis was the winner of the P. Kemp Fain, Jr. Award, the highest award conferred by the Financial Planning Association (FPA). Honored at the 2011 FPA convention in San Diego, California, the award recognizes an individual who has made outstanding contributions to the financial planning profession.
Lewis currently serves as Vice Chairman of the Board for SFA Holdings, Inc., which in turn owns The Strategic Financial Alliance (SFA), an independent broker/dealer and Registered Investment Advisor headquartered in Atlanta, GA. SFA serves independent financial advisers across the United States.
Lewis and his wife, Helen, live in Johns Creek, GA. They have two grown children and four grandchildren. His hobby is photography and travel. Lewis has traveled to all seven continents, including Antarctica.