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Our financial advice team


Dona Lee Walton Ameriprise Financial Advisor

Dona Lee Walton

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Walton & Gallegos Financial Management
24
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 4 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

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

Interests

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

Qualifications

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