Broker Check

512-651-2960

My Experience

I have the client—and only the client—in mind.

With more than 30 years of strategic business and financial planning experience, I can help you craft practical investment strategies that define financial objectives, focus on goals, and manage risk.

I started my career at the CPA accounting firm of Grant Thornton. There, I 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.

At our firm, we have the client—and only the client—in mind.

In addition to helping individuals and their families manage their finances, I am active with several professional associations, and advise many local start-ups, established corporations, and nonprofit organizations including:

  • Border Cantos Productions
  • Redbud Studios
  • E5A Architecture
  • Regymen Fitness
  • Cuero Creamery
  • Southern Star Exploration
  • Family Eldercare
  • Lance Armstrong Foundation
  • Austin Community Foundation
  • Red Cheetah Software
  • SafePlace
Aldo Waker

Aldo Waker

512-771-7557

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.

Contact Me