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. Carolyn has been quoted in a number of financial and consumer publications, including The Washington Post, Kiplinger’s Personal Finance, Smart Money, Good Housekeeping, The Wall Street Journal, Bloomberg Personal Finance, andConsumer Reports Money Guide. Carolyn was also interviewed on News Channel 8 on how to avoid becoming a victim of a financial fraudster. Watch the interview.
Carolyn earned a bachelor’s degree in Geology from Humboldt State University, California, where she also pursued postgraduate studies in the fields of Environmental Engineering and Watershed Management. After a distinguished career at EPA and the Department of Energy, Carolyn changed careers in 1997. She completed the Financial Planning program from the American College and later obtained the Certified Financial Planner (CFP®) designation in 2001. Carolyn regularly pursues additional knowledge to allow her to continue to serve clients with the most timely and practical information available by participating in multiple conferences and seminars in a wide range of financial disciplines annually. She is also an active member of the following professional associations, including the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Northern Virginia Estate Planning Council (NVEPC). Carolyn currently serves on the board of the Washington, D.C., Chapter of the NAPFA Study Group.
Carolyn lives in the Mount Vernon area of Alexandria. Currently her life is busy with a wonderful family and a terrific business!