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Corey W

Series 66

Centennial, CO

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Corey Walter is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently affiliated with United Planners' Financial Services of America as a Limited Partner. In addition to his advisory role, Walter is the owner and founder of Wealth Management by Design, LLC, and he has been involved in catering services through Epicurean Catering since 2016. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, utilizing an open-architecture platform with multiple custodians and money managers.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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