Joseph P. Walsh, CFP^®

CFA, CTFA, CPW

CEO and Wealth Advisor

Walsh & Associates

2350 Fruitville Rd, Ste 201
Sarasota, FL 34237

+ 1 More Location

Walsh & Associates

444 E Hillcrest Dr Ste 230
Dekalb, IL 60115

FINANCIAL ADVISOR'S WEBSITE

walshandassociates.com/

(941) 952-1188

+1 More Number

815-748-2130

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Joseph Walsh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Walsh & Associates in Sarasota, FL and the surrounding communities.

Financial Advisor Overview

Founded in 1986, Walsh & Associates is a Registered Investment Advisory Corporation providing financial planning and investment advisory services to individuals, businesses, foundations, and trusts. Walsh & Associates, Ltd. is dedicated to developing ongoing partnerships with their clients by thoroughly understanding and objectively representing their unique investment and financial needs. The cornerstone to our business philosophy is objectivity. Advice and services are centered solely around meeting client investment objectives, not on selling company-owned investment products. Because we do not represent a single company's product or service, we preserve the flexibility and objectivity to fulfill our pledge to be your partner for financial success. Our clients' incomes range from moderate to wealthy. Joseph Walsh, President of Walsh & Associates, is the only Certified Financial Planner and Chartered Financial Analyst in DeKalb County. He is an adjunct faculty member of the College for Financial Planning and also teaches financial planning and money management courses at Adult & Community Enrichment for Sarasota County.

Financial Advisor Experience

Joseph Walsh has more than 30 years of financial planning, portfolio management and investment experience. His studies include an undergraduate degree in personnel management and Masters of Business Administration (MBA) with an emphasis in finance from Northern Illinois University, CERTIFIED FINANCIAL PLANNER™, and Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning in Denver Colorado, and CHARTERED FINANCIAL ADVISOR (CFA®) from the Institute for Investment Management Research Charlottesville Virginia. In addition, Joe has training on advanced trust and estate strategies earning the CERTIFIED TRUST AND FINANCIAL ADVISOR (CTFA®) from the Institute of Certified Bankers a subsidiary of the American Bankers Association in Washington, D.C. He has also earned the Accredited Investment Fiduciary (AIF®) from The Center for Fiduciary Studies, including fiduciary planning for foundations, endowments and trusts. He has also earned the CERTIFIED PRIVATE WEALTH ADVISOR (CPWA®) from the Investment Management Consultants Association, Inc.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)
Other - CTFA

Insurance Licenses

Life insurance
Health/disability insurance
Property/casualty

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial. Member FINRA/SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Retirement, Long-term Care