Carolyn Walder (CFP®)

Carolyn Walder focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Federal Employees
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Comprehensive planning, management and ongoing advisory services to clients in life transitions, including retirees, widows/widowers and divorcees.   Special expertise in providing investment management for income needs in retirement and for widows/widowers/divorcees needing to replace income.

Additional Information

Our primary goal is to serve those clients who are most vulnerable to predatory practices. This includes those (usually women) who are inexperienced in financial and portfolio management, yet are reliant on invested assets to provide all or almost all of their income.

NAPFA Start Date

February 05, 2002


This Office

120 Waterfront St Ste 410 Oxon Hill, MD 20745-1142 Phone: (703) 519-1254 Fax: (703) 652-6280