Tips for Sustainable Wealth Management Plans!

Tips for Wealth management, Business woman at the office reviewing a investment portfolioJoin us today for Women Lead Radio as we interview Cookie Walden, Founder and Wealth Manager of Walden Wealth Management.

Cookie has a passion for teaching her clients how to invest wisely and see beyond wealth itself. Cookie teaches you how to be independent of the financial institutions and create a sustainable plan for your future. She and her firm have a planned process, which she will discuss. Cookie is determined to educate women on the intricacies of retirement, estate, investment, insurance and tax issues. Cookie has a wealth of information to share on her blog and social media accounts.
Cookie was named the Connected Woman of Influence winner at the 2016 Orange County Women of Influence Awards.

Founder and Wealth Manager, Cookie Walden has been an investment advisor since 1997. Cookie works with her clients to accumulate wealth, manage it, and disseminate it in a tax-efficient manner. She works extensively with business owners, retirees, and pre-retirees to ensure an inspired retirement by aligning their values with finances designed to last; and provides tools for business owners to allow their money to work hard for them instead of the other way around.


About Your Host

michelleB_0086xWEBAs the CEO and Co-Founder of Connected Women of Influence, Michelle Bergquist is a passionate advocate for women in business. At Connected Women of Influence, we believe that more women need to lead in business and everything we do is center-focused on designing platforms, programs, connections and collaborative opportunities for b2b women to prosper, succeed and lead the way in business today!

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Author: Michelle Bergquist

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