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Ms. Mihalka is founder of Altamont Wealth Management (http://www.altamontwealth.com/) which is a fee-only wealth management firm providing financial planning and investment management services. Libby’s experience and sensitivity to her clients’ unique situations allows her to treat each client individually and not squeeze them into a cookie cutter solution. She strongly believes that when it comes to a client’s financial needs there is no one right answer, only the decision that best fits their circumstances and needs. She works closely with clients to identify issues and risks a client may not have considered as well as decision points that are unique to their situation. Ms. Mihalka’s goal is to improve her client’s ...More overall financial health and help them achieve your life goals. Her holistic and customized approach is unusual in the financial planning and management industry. Prior to founding ACM, Ms. Mihalka managed funds for several major public pension funds including Cal PERS and Cal STRS and worked for an Investment Management Firm as a Portfolio Manager. She also worked as an analyst at major Investment Banking firms in New York City and San Francisco. Ms. Mihalka holds an MBA in finance from the Amos Tuck School at Dartmouth College in New Hampshire. She earned a bachelor’s degree in Economics and American Studies from Smith College in Northampton, Massachusetts. In 1994 she earned the CFA (Chartered Financial Analyst) designation.
- Description: Financial advisor. Trading frequency: Monthly
- Interests: Bonds, Dividend stock ideas & income, ETFs, Mutual funds, Retirement savings
Altamont Wealth Management Altamont Wealth Management is a fee-only financial planning and investment-advisory firm. We do not have a broker-dealer nor do we receive commissions. You do not have to worry that we will push unnecessary financial investments, since our compensation is not contingent upon the sale of any product. Your ...More
trust and financial success are of the utmost importance to us and we will always put your needs first. Our experience allows us to address each client's unique needs and not inflict standard cookie cutter solutions. We know there is no one right answer. We will work closely with you to identify issues and risks you may not have considered. We will then educate you on a range of actions you may take to address those challenges. Our primary goal is to improve your overall financial health. Please feel free to contact us to discuss our services.
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