Becky Walen

About Becky Walen

With more than 25 years of financial services experience, Becky leads wealth management…

Experience

1. SVP, Director of Wealth Advisory Services

   Alerus

   Apr 2025 — Present

   As a seasoned Certified Financial Planner and wealth management leader with over 20 years\' experience, I bring a deep passion for empowering clients to achieve their financial aspirations. My expertise spans wealth management, strategic financial planning, and leading high-performing teams to deliver exceptional results. In leading a team of wealth advisors at Alerus Investments and Fiduciary Services, we work in close collaboration with you and your advisors to navigate complex financial landscapes with precision and insight. Guided by the CFP Board Code of Ethics, my unwavering commitment is to coach our team to exceed client expectations with integrity and care.With strong competencies in tax and estate planning, developed through years of dedicated practice, I provide holistic and empathetic guidance to a team of professionals that align financial strategies with clients\' life goals. At the heart of everything I do is a drive to foster financial empowerment—helping clients turn aspirations into achievements.Let’s connect and build a financially empowered future together!

Education

• North Dakota State University

  Master of Science (M.S.)

• University of Minnesota-Duluth

  Psychology | Communications

• University of Mary

  Bachelor's Degree

Skills

• Financial Services
• Philanthropy
• Business Development
• Iras
• Wealth Management
• Portfolio Analytics
• Strategic Financial Planning
• Nonprofits
• Insurance
• Wealth Management Services
• Relationship Management
• Asset Management
• Finance
• Investment Management
• Financial Planning
• Management
• Holistic Financial Planning
• Investments
• Leadership
• Mutual Funds
• Asset Allocation
• Risk Management
• Portfolio Management