Barbara Walker Green

Barbara Walker-Green knew at an early age that she had a knack with numbers. She was fascinated with her ability to make numbers tell an irrefutable story. She ultimately decided to build a career path based on her inherent ability to master them. Now, 20 years later she is the President and Senior Managing Partner at Advanced Wealth and Retirement Planning Concepts, where she has a unique opportunity to combine her passion for people and numbers to do what she does best. Specializing in

  • Retirement planning services
  • Estate planning
  • Investment advisory services
  • Strategic financial planning

She provides state-of-the-art financial services to organizations, families, and individuals. Her combination of nearly two decades of experience, training and specialized education means Barbara can meet a client’s total financial planning needs. Her people centered style of financial guidance has helped numerous clients realize long-term financial security and stability in a dynamic economy.

Barbara holds a Bachelors of Arts degree in Finance and a Master’s degree in Business Management. She is an Investment Advisor Representative and has more than 20 years in corporate and personal finance experience.

She has been featured in main stream media publications and television media including:

    • FOX News Houston – Live Monthly Financial Expert Commentary
    • KHOU 11, Houston
    • Forbes Magazine
    • Wall Street Journal
    • Reuters Magazine
    • Senior Market Advisor Magazine (Cover)
    • Black Enterprise Magazine
    • RTT News
    • Money Magazine