The Rotunda Building
300 Frank H. Ogawa Plaza, Suite 252
Wilkinson Wealth Mangement was started in January of 2004 as an Independent Advisory Firm to serve The Bay Area Community.
Mr. Wilkinson is President of Wilkinson Wealth Management. He is a Registered Representative and Investment Advisory Representative with Western International Securities, member FINRA/SIPC. Mr. Wilkinson has an MBA from Harvard Business School (HBS) and a Bachelor's Degree in finance from Indiana University's Kelley School of Business.
Mr. Wilkinson began his financial career as a FDIC bank Examiner and began in financial services with Morgan Stanley, Smith Barney as a registered representative. He has over 30 years experience in the financial services industry. He is a member of The Court of the Table, a distinguished recognition by the insurance industry's Million Dollar Round Table (MDRT). MDRT recognizes members who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
He is the Chairman of the Board of the Northern California Small Business Financial Development Corporation (www.Nor-CalFDC.org). A state guarantee loan program that is part of the California Infrastructure Economic Bank (www.ibank.ca.gov). Mr. Wilkinson was appointed by Oakland Mayor Jean Quan and reappointed by Oakland Mayor Libby Schaaf as a Trustee on the Oakland Police and Fire Retirement System Board. He serves on the Investment and Audit Commitees. Mr. Wilkinson is originally from Nashville, Tennessee.