Kathleen Walsh Dulko CPA

Certified Plan Fiduciary Advisor

Kathleen Walsh Dulko brings nearly two decades of accounting experience to her investment advisory perspective as President of Ashford Investment Advisors. She has a distinct passion for improving employer-sponsored retirement plans.

Ms. Dulko started her financial services career as a CPA working for two international accounting firms, KPMG LLP and Ernst & Young LLP. She was responsible for audit and assurance services, primarily serving employee retirement benefit plans, hospitals, governments, and not-for-profits. In 2010, Ms. Dulko was hired as the Corporate Controller for a tax-supported hospital district in Daytona Beach, Florida, where she was a member of the hospital’s Audit and Finance Committee and Retirement Plan Committee, both fiduciary roles overseeing more than $1 billion in assets. As President of Ashford Investment Advisors, Ms. Dulko advises on over $6 billion in retirement plan assets.

In addition to her CPA license, Ms. Dulko is a Certified Plan Fiduciary Advisor and holds a FINRA Series 65 license.