Aldo Waker provides a full range of products and services that can meet the unique financial goals of your family, business, or institution. As an Investment Advisor Representative with more than 25 years of strategic and financial planning experience, Aldo Waker can help you craft practical strategies that minimize risk and fit well with your financial goals.
He is a Registered Representative (Series 7 General Securities license) and an Investment Advisor Representative (Series 66 Uniform Combined State Law license), and holds a Texas insurance license. Aldo earned a Masters degree in Economics from Boston University and a Finance degree from Connecticut State University.
In addition to helping individuals and being active with several professional associations, Waker has advised both start-ups and established organizations including, Red Cheetah Software, Family Eldercare, Lance Armstrong Foundation, Austin Community Foundation, Green Canary Sustainability Project, SafePlace, and El Buen Samaritano Episcopal Mission..
Aldo Waker started his career in 1985 as a CPA with the firm of Grant Thornton. There, he created estate and tax planning solutions for individuals and their families, as well as crafting financial strategies for small to medium sized companies to help implement sustainable organizational growth.
Aldo lives in Austin with his children Asher and Maggie, and dog Max. He is an active member in the community and involved with several local charities.