Corey Walter

I began my career with a Fortune 500 company in 2006. I worked my way up from associate advisor to now, running my own company.

At Wealth Management by Design, LLC, we believe that managing a portfolio is only a tiny fraction in helping you achieve your financial goals. Taking a comprehensive approach to Financial Planning will identify your strengths and weaknesses. Once identified, we can begin developing a strategy to help you pave the way to a more prosperous and satisfying retirement.

When not working, I enjoy the beautiful Colorado mountains, traveling, and spending time with family and friends.

Credentials:

• FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination).
• RICP® – Retirement Income Certified Professional Designation
• Over 15 years of experience