Walter Au is responsible for the monitoring and tracking of investment activity at DFS. Walter also provides financial services that help meet the financial goals and objectives of the clients we serve.
Why I joined Dixon Financial Services:
I joined DFS because it was very family oriented. It felt very comfortable working with Mike and Wayne.
Outside of work, my passions include:
I have served in the ministry for several years and am now attending a Cornerstone Fellowship in Livermore. I enjoy running and playing football with my sons.
Walter's Educational and Career background:
Walter began his career in the financial industry in 1995 where he worked for a portfolio management firm. He joined Dixon Financial Services in June of 2000. Walter is responsible for servicing our clients and the operations of the firm which includes portfolio and data management.
Walter received a Bachelor of Arts degree in Economics from San Jose State University. He also holds a Series 7 and a Life Insurance license and is a Notary Public.
Walter's role on the team:
Walter Au is responsible for the monitoring and tracking of investment activity at DFS. Walter also provides financial services that help meet the financial goals and objectives of the clients we serve.