Courtney Walls, NSSA® Advisor · Grove City, OH
Courtney Walls
Founder & Financial Planner, White Diamond Wealth
Professional Profile
Meet Courtney Walls, a highly respected Founder and Financial Planner at White Diamond Wealth, located in Ohio. With nearly two decades of financial planning experience, including 12 years at BlackRock as a Market Leader and 529 Specialist, Courtney has a proven track record of supporting advisors and clients nationwide. Her expertise shines particularly in guiding corporate executives through the complexities of stock awards and high-net-worth tax planning, making her an invaluable resource in the financial landscape.
Clients appreciate Courtney’s comprehensive knowledge and personalized approach to financial planning. She is dedicated to providing trustworthy guidance, ensuring that every individual and family is equipped to achieve their financial goals. Beyond her professional achievements, Courtney is a passionate advocate for her community and enjoys world travel, spending quality time with her husband and daughter, and indulging in her love for dogs, good food, golf, and running.
Courtney Walls has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
If you're searching for a reliable and knowledgeable financial planner with a strong background in Social Security and tax strategies, look no further than Courtney Walls. With her expertise and commitment to excellence, she is ready to help you navigate your financial future.
Disclosure
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.
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