Financial Planning
Katelin Walker
It is my goal throughout our relationship to make sure that you understand the strategies and resources you have to build your financial future – and feel empowered to activate them.
About me
My career in financial advising is built on the same values that guided me as a teacher and agriculturist: helping people, building trust, and making complex things simple. My responsibility as your financial advisor is to deeply understand you and your goals to develop and maintain a personalized plan for your needs – even as your life changes. I work to ensure clients understand what we are doing and why, providing transparency throughout the planning process and helping them make informed decisions about their financial future. I am an advisor who values community, inclusivity, and genuine connection. I believe the best plans are developed when we are in this together.
I am a native Oregonian, and I graduated from Oregon State University with my Master of Science in Agricultural Education. Before coming to work in finance, I spent seven years as a public school teacher in addition to a variety of natural resources-based jobs around the state. I hold Series 7 and 66 securities licenses as well as an Oregon Resident Life and Health Insurance License.
Outside of the office, I love to spend time with my soon-to-be husband, Jacob, and our dog, Mr. We spend a lot of time outside, hiking, fishing, and golfing – enjoying all the Pacific Northwest has to offer. I love all things food related, reading a good book or checking out what is good on TV or movies. I stay connected with my community by volunteering at the Clackamas County Fair livestock auction, supporting local environmental organizations, and giving my time to our schools.

Branch: Oak Grove, Sellwood
Phone: 503-273-2670
Toll-Free: 1.800.527.3932, ext. 5710
Email: katelin.walker.RJ@onpointcu.com
Social: LinkedIn
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