Broker Check
George W.  Walters, AIF

George W. Walters, AIF

George Walters is a Registered Principal with Cetera Advisor Networks, LLC and has been the owner of California Asset Management for 30 years. George started his career with G.W. Story and Associates, he later moved to Bank of America as Vice President of Special Investments for the Private Banking Unit. 

While at Bank of America, George was responsible for developing and marketing unique, investments for the bank’s wealthiest clients. It was here that George developed his desire to offer clients an approach with cornerstones of independence, integrity and always putting the client first. George has been acting in fiduciary capacity on accounts since 1998.

Upon leaving Bank of America, George opened his independent office with an emphasis on retirement planning, working with retirement plans and individuals close to or in retirement. George developed the multiple employer retirement plan for some businesses. This MEP was known for reducing sponsor liability of its members and proprietary service to the company and participants.

George graduated with a BS degree from California State University. He also holds the Accredited Investment Fiduciary designation.