Connor Walton, CFP<sup>&reg;</sup> - Financial Advisor

Connor Walton, CFP®

CRPC™

Financial Advisor

Merrill Lynch

7825 Fay Ave, Ste 300
La Jolla, CA 92037-4255
(858) 587-4520 CONNECT WITH Connor
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General

Connor Walton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrill Lynch in La Jolla, CA and the surrounding communities.

Financial Advisor Experience

There are few decisions as impactful as those involving the people and goals that matter most to you. From planning for retirement to funding your children's education, the financial choices you make shape your future in profound ways. Driven by a passion for helping others achieve their goals, Connor builds lasting relationships by first understanding his clients' priorities, questions, and concerns. Only then does he create customized financial plans designed to navigate life's inevitable changes. Every step of the way, he offers the confidence that comes from knowing your decisions are backed by thoughtful advice and experienced guidance. Connor is fortunate to work alongside his father, Neal Walton. Together, they empower individuals, families, executives, and business owners with access to the extensive tools of Bank of America and Merrill Lynch Wealth Management. When he's not in the office, Connor enjoys surfing, skiing, and cherishing time with his wife. They reside in San Diego with their dog, a Lab-Pit mix, and are excited to welcome their first child in early 2025. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Merrill Lynch/Bank of America
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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