David Walker, CRPC®, CEPA®

Define your goals. Design your plan. Achieve financial confidence.

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Insight Alliance David Walker, CRPC®, CEPA®
Brentwood, TN

Serving Clients Nationwide

Define your goals. Design your plan. Achieve financial confidence.

Areas of Focus

  • Insurance
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

David Walker has been a partner at Insight Alliance since 2013, and previously worked with Merrill Lynch in Nashville. He heads the dentist/physician services division of the practice.

David enjoys working with a diverse group of clients which include entrepreneurs, medical and entertainment professionals, executives, and retirees. His favorite part about what he does is the Impact he gets to make in the lives of the families and businesses he serves.

He is inspired by the positive and creative nature of his co-workers and clients and really enjoys being in an environment that is supportive of this spirit. Professionally, he regularly travels throughout the southeast speaking to dental student/resident programs on financial education for young doctors.

In 2023, David earned the Certified Exit Planning Advisor designation to enhance his knowledge around helping business owners protect, grow, and eventually transition their most prized asset.

David also proudly played for the U.S. Revolution (The United States Australian Rules Football National Team) from 2004 to 2008. He has represented America in numerous matches in the U.S., Canada, and Australia.

He has been married to his wife, Jesse, since 2008 and they have two awesome daughters, Sophie and Gracie. In his free time, he enjoys spending time with his girls, golfing, hiking, and traveling.

Professional Designations

  • Certified Exit Planning Advisor (CEPA)
  • Chartered Retirement Planning Counselor (CRPC)

Primary Location

109 Westpark Drive Suite 150 Brentwood, TN 37027

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Fee Based
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Please schedule an initial phone call by using my Bookings link. That 15 minute phone call will allow us to discuss at a high level what you are looking for in a financial advisor. We will also discuss how we plan and work with clients and determine if an in-person or web meeting is appropriate. There are no financial documents or details required for that call and your privacy will be maintained. I look forward to connecting with you!

Offers Investment Management

Yes

About our Firm

Insight Alliance is a comprehensive financial services firm located in Brentwood, Tennessee. We are committed to understanding and appreciating clients’ true values and are dedicated to assisting them in achieving their objectives.

Insight Alliance specializes in providing financial strategies to families and business owners. The experienced professionals of Insight Alliance offer strategies in the areas of:

✔️ Retirement Planning
✔️ Business Planning
✔️ Asset Protection
✔️ Tax Strategies
✔️ Investment Management
✔️ Estate Planning
✔️ Risk Management

Products include:

✔️ Retirement Accounts (IRA, Roth IRA, 401k, Annuties, Defined Benefit Plans)
✔️ Education Accounts
✔️ Insurance (Disability, Health, Long-Term Care*, Life)
✔️ Investments (Brokerage, Stocks, Bonds, Mutual Funds)

For more information about our firm please visit www.InsightAlliance.com or call 615-902-3643

David Walker, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road Atlanta, GA 30342. 404-260-1600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a direct, wholly-owned subsidiary of Guardian. Insight Alliance is not an affiliate or subsidiary of PAS or Guardian. AR insurance license #16343382. 2024-172917 Exp 4/26

https://www.guardianlife.com/disclosures

Hobbies and Interests

  • Exercising
  • Family
  • Golf
  • Hiking
  • Rock Climbing
  • Running
  • Sports
  • Traveling
  • Wine

Who We Serve

  • Baby Boomers
  • Business Owners
  • Contractors
  • Corporate Executives
  • Dentists
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Living in Retirement
  • Physicians
  • Sales Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.