Vice Presidents

Cookie Walden , Vice President of Investments

Cookie Walden , Vice President of Investments

The name is distinctive enough, and so is her aptitude for financial planning. Cookie Walden is passionate about her work and is consistently seeking out smart strategies designed for wealth creation, protection and tax-efficient distribution.

As Vice-President of Investments at Trilogy, Cookie’s mission is to provide pre-retirees and retirees with intelligent investment recommendations and unbiased retirement planning. Her goal is to help position them to never outlive their income and pass on their wealth in a tax-efficient manner. Her rapport with her clients comes from her genuine desire to help enhance their financial situation complemented by a considerate, personal service.

A cum laude economics graduate of the University of San Carlos in the Philippines, Cookie stays in touch with her clients’ objectives and is dedicated to providing them income planning, asset protection, exit and tax reduction strategies that help open doors to a comfortable retirement. These long-range strategies help lay the groundwork for multigenerational wealth.

Cookie has been one of the top thirteen advisors of the company since its inception and has served as a chairperson for the company’s Management Advisory Council for two years.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

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