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Beth Walker, CRPC®
Partner, Personal CFO
Beth brings experience in education tax credit strategies and financial aid strategies for families with college-bound students. She believes proper planning demands a team of experienced professionals and is committed to providing these critical resources to her clients.
As the published author of “An Employee’s Guide to Stock Options” (McGraw-Hill, 2003), Beth offers insight in the area of employee stock options. Her experience as a corporate executive and her time spent consulting for companies, including AT&T, Coca-Cola, and Chevron, led Beth to understand that successful professionals often don’t have the time required to properly plan, implement, and manage their finances.
She believes that retirement income planning will be among the most critical challenges Baby Boomers face. As a Chartered Retirement Planning Counselor (CRPC®), Beth understands the complexities of retirement investment programs and the critical nuances associated with retirement income planning. With access to a network of estate planning attorneys and CPAs, Beth is able to offer well-researched, integrated strategies for her clients.
Beth is a registered representative with LPL Financial. She received her BS degree in journalism from the University of Kansas.