AeroLeads people directory · profile
Corey Walter, Ricp® Email & Phone Number
Owner and Founder
at
Wealth Management by Design, LLC
1 work email found
@monteverdegroup.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner and Founder
Location
Denver Metropolitan Area, United States
Who is Corey Walter, Ricp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Corey Walter, Ricp® is listed as Owner and Founder at Wealth Management by Design, LLC, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at monteverdegroup.com and a matched LinkedIn profile for Corey Walter, Ricp®.
Corey Walter, Ricp® previously worked as Owner/Founder at Wealth Management By Design, Llc and Registered Representative at United Planners Financial Services. Corey Walter, Ricp® holds Bachelor Of Science from State University Of New York College At Buffalo.
Company email context
Email format at Wealth Management by Design, LLC
This section adds company-level context without repeating Corey Walter, Ricp®'s masked contact details.
*@monteverdegroup.com
68% confidence
AeroLeads found 1 current-domain work email signal for Corey Walter, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Corey Walter, Ricp®
Corey Walter is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member FINRA, SIPC. Wealth Management by Design and United Planners are not affiliated.
Listed skills include Strategic Financial Planning, Retirement Planning, Retirement Savings, Family Planning, and 8 others.
Current workplace
Corey Walter, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 21 years
Corey Walter, Ricp® work experience
A career timeline built from the work history available for this profile.
Owner/Founder
Current
Wealth Management By Design, Llc
Aug 2020 - Present
Registered Representative
Current
Aug 2020 - Present
Vice President Of Financial Planning
Jan 2012 - Aug 2020
Financial Advisor
2006 - Jan 2012
1 education record
Corey Walter, Ricp® education
FAQ
Frequently asked questions about Corey Walter, Ricp®
Quick answers generated from the profile data available on this page.
What company does Corey Walter, Ricp® work for?
Corey Walter, Ricp® works for Wealth Management by Design, LLC.
What is Corey Walter, Ricp®'s role at Wealth Management by Design, LLC?
Corey Walter, Ricp® is listed as Owner and Founder at Wealth Management by Design, LLC.
What is Corey Walter, Ricp®'s email address?
AeroLeads has found 1 work email signal at @monteverdegroup.com for Corey Walter, Ricp® at Wealth Management by Design, LLC.
Where is Corey Walter, Ricp® based?
Corey Walter, Ricp® is based in Denver Metropolitan Area, United States while working with Wealth Management by Design, LLC.
What companies has Corey Walter, Ricp® worked for?
Corey Walter, Ricp® has worked for Wealth Management By Design, Llc, United Planners Financial Services, The Monteverde Group, and Ameriprise Financial.
How can I contact Corey Walter, Ricp®?
You can use AeroLeads to view verified contact signals for Corey Walter, Ricp® at Wealth Management by Design, LLC, including work email, phone, and LinkedIn data when available.
What schools did Corey Walter, Ricp® attend?
Corey Walter, Ricp® holds Bachelor Of Science from State University Of New York College At Buffalo.
What skills is Corey Walter, Ricp® known for?
Corey Walter, Ricp® is listed with skills including Strategic Financial Planning, Retirement Planning, Retirement Savings, Family Planning, Income Protection, Charitable Gift Planning, Estate Planning, and Saving For Education.
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