Don P. Stalker
Don P. Stalker, CFP® Practitioner, CMFC considers the Financial Planning Process the cornerstone of his practice. Offering time tested professional investment advice, with an emphasis on retirement income, Don works with individuals, families, and businesses to design a financial roadmap based on each individual’s goals and objectives.
After attending the California State University at Fullerton, Don became a business owner and worked in music publishing. He began his career in the financial services industry in 1985. In 1995 Don was recruited by a large national investment firm prior to establishing Bayside Financial Group in 2004. With advances in science, medicine, and health care, combined with an ever changing global economy Don and his teams have developed retirement income strategies designed for retirements lasting 30 years or more. “Understanding our clients need for income they can not outlive, we have implemented programs such as the Income for Life Model© and constructed portfolios that provide principal protection so our clients can enjoy the retirement they planned for.”
As an owner of Bayside Financial Group, Don has been recognized by his peers for bringing the financial planning process to his clients; “understanding that what I do is more about how my clients behave than how their investments perform has been a critical component. My goal is to bring the financial planning process to every meeting and review, so I can share what is really important; time not timing, the power of compounding, appropriate investments, maintaining a diversified portfolio, and proper risk management.”
Active in his community, Don has volunteered as a student mentor at a local high school and served on the advisory council for a group that works with developmentally disabled young adults. Don is an avid fly-fisherman and composer. He has a deep interest both contemporary and traditional music and plays a number of musical instruments. Don can be reached at [email protected]. You can also read more about his retirement income strategies at https://profiles.bucketbliss.com/don-stalker