Broker Check

My Experience

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

Aldo Waker has been a financial professional for more than 40 years. After graduating from Connecticut State University in 1980, he started working at the accounting firm Grant Thornton in Boston, one of the world’s leading organizations of independent audit, tax and advisory firms. After working in the audit and tax departments, Aldo was tasked to develop and implement consultant advisory services for Grant Thornton's small business clients.

In 1990, Aldo was accepted into the Community Oriented Primary Care Fellowship program at Boston University, a collaboration between the medical and management schools. He worked closely with medical professionals and others to craft unique delivery systems and programs that served specific at-risk communities. This unique collaborative program allowed Aldo to earn a Master's degree in both public health and business, as well as a certificate from the university's Gerontology Institute.  Aldo went on to work as Chief Financial Officer for healthcare organizations around the Boston area before moving to Austin, TX in 1997.

In Austin, Aldo helped facilitate the merger of city and county health departments and expand the local community healthcare network. He became interested in helping individuals plan for their retirement and In 2005 formed Waker Financial focusing on crafting financial strategies for individuals and their families.

In addition to managing Waker Financial, Aldo is active with several professional associations and advises many local start-ups, established corporations, and nonprofit organizations. Aldo enjoys his morning workouts, cooking, traveling, his 1972 Corvette Stingray, and most importantly being a Dad to his 2 children, Asher and Maggie.

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
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