Constance M. Walsh,  CFP<sup>&reg;</sup> - Financial Advisor

Constance M. Walsh, CFP®

Portfolio Manager

Laurel Wealth Advisors, LLC

8008 Girard Ave., Ste. 330
La Jolla, CA 92037
FINANCIAL ADVISOR'S WEBSITE
(858) 459-1101

General

Constance Walsh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Laurel Wealth Advisors, LLC in La Jolla, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA

Insurance Licenses

  • Life insurance: CA, NY, IL
  • Health/disability insurance: CA, NY, IL
  • Variable annuities: CA, NY, IL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Long-term Care, Sudden Wealth, Women's Finances

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