Beth V. Walker

Wealth Advisor

Meet Beth

Beth V. Walker is a Wealth Advisor based in Colorado Springs, Colorado with 25 years of experience in the field.

My mission is to help families keep more of the wealth they create, make memories that last a lifetime, and protect core values for generations to come. Together, we can create better tomorrows.

Beth joined Carson Wealth as a Wealth Advisor in 2019 and is passionate about helping clients improve their financial futures. She believes proactive communication forms the best personal relationships, and she enjoys coordinating and collaborating with the family’s team of professionals work towards delivering each client’s desired outcomes. Serving in a trusted role specializing in family planning, Beth appreciates the chance to help clients optimize their wealth, protect cash flow, and preserve legacies.

After 15 years with Fortune 500 companies in consumer products, Beth pivoted her passion for client relations to financial planning. She believes strongly in the power of financial competency and has written several books on important financial topics. No matter the task at hand, she believes in keeping a positive mindset while realistically addressing all the facets of a family’s financial security. Across every wealth phase and life stage, Beth fosters clear direction in clients’ goals and confidence in their decision-making.

Beth graduated from Kansas University with a B.S. in Journalism and lives in Colorado Springs. She has an adventurous spirit and enjoys traveling to new and exciting places, as well as taking advantage of all the outdoor activities Colorado has to offer. She loves her son, Mack, and is dedicated to spending time with her family, inspired by her parents’ values of laughter, generosity, and faith. In her free time, Beth likes reading, writing, music, and learning new things.

 

Beth Walker is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

Life is a banquet, and most poor suckers are starving to death!
Rosalind Russell in the 1958 film, Auntie Mame

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 25 years financial industry experience
  • 5 years with Carson Wealth
Education
  • BS in Journalism from Kansas University
Life is a banquet, and most poor suckers are starving to death!
Rosalind Russell in the 1958 film, Auntie Mame

Carson Wealth

13710 Struthers Road, Suite 220
Colorado Springs, CO 80921
(719) 270-4709