Safalta Sherpa
Director of Planning
Safalta Sherpa brings over 15 years of experience in the Wealth Management industry to her role. Previously, she excelled as an Associate Planner at an independent Registered Investment Advisor (RIA) in Northern Virginia, specializing in crafting personalized financial plans for high net worth and second-generation clients.
At Cooksen Wealth, Safalta collaborates closely with founder Lindsey Cooksen to develop and implement tailored, comprehensive financial plans that address each client’s unique needs. Her responsibilities include data analysis, client relationship management, and contributing to the creation of detailed financial strategies. She utilizes advanced financial technology resources at Cooksen Wealth to effectively guide clients towards their financial goals.
Safalta holds a Bachelor’s degree in Finance and Accounting and is a licensed Series 65 investment advisor representative, having successfully completed the educational requirements for the CFP® certification.
Beyond her professional achievements, Safalta loves the life of adventure and trying new things. She enjoys global travel and exploring diverse cultures. Recently settling in Denver, Colorado, she also treasures spending time with her two rescues, Jake and Brody, and often takes them on hiking adventures in the local trails and mountains.