Mark  Walsh,  CFP<sup>&reg;</sup> - Financial Advisor

Mark Walsh, CFP®

CLU®, CPA, PMP

President & Founder

Walsh Financial Consulting

10732 Fallbrook Way
Oakland, CA 94605

Walsh Financial Consulting

10732 Fallbrook Way
Oakland, CA 94605
FINANCIAL ADVISOR'S WEBSITE
(510) 250-2539
(510) 457-8742

General

Mark Walsh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Walsh Financial Consulting in Oakland, CA and the surrounding communities.

Financial Advisor Overview

Low cost, actively managed, tactical investment strategies that change with the market to protect capital and grow wealth.

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Financial Advisor Experience

Serving clients as a Financial Advisor since 2007. Two years at UBS Wealth Management in San Francisco. Two years at New York Life in San Ramon. Currently own and operate own RIA. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Project Management Professional (PMP)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance
  • Fixed annuities: CA
  • Variable annuities: CA

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, Career Change, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Getting Married, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources