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Dona Lee Walton, Financial Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Dona Lee Walton

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Walton & Gallegos Financial Management
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 5 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Interests

I enjoy family time with my son, Abelino. I also enjoy cooking, reading, scuba diving, hiking, and stream fishing.