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Cheyenne W

CFP®, Series 63, Series 65

Santa Rosa, CA

Newedge Advisors

Cheyenne Walker is a CFP® with 22 years of industry experience, currently advising at NewEdge Advisors. Her prior experience includes roles at Hanson McClain Advisors and Securities America. She is also a licensed independent life and variable contracts insurance agent in California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house and third-party manager solutions supported by technology and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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