National Association of
Personal Financial Advisors

NAPFA is the country's leading professional association of Fee-Only financial advisors.

Learn More at www.NAPFA.org

Biography:

Carolyn Walder is the President of Lifetime Wealth Planning and Management, LLC, and is primarily responsible for the development of investment policy and portfolio management. Carolyn honed her financial planning and investment management skills as an associate of Bernhardt Wealth Management, Inc., for six years prior to founding Lifetime Wealth Planning and Management, LLC, in 2004. Carolyn has more than fifteen years of experience in financial planning and portfolio management. Carolyn is also an experienced lecturer and has presented at national forums, training sessions, and workshops, including a Regional National Association of Personal Financial Advisors (NAPFA) conference.