William J. Walsh,  CFP<sup>&reg;</sup> - Financial Advisor

William J. Walsh, CFP®

William J. Walsh, CFP

5686 Mayflower Way, Unit 708
Ave Maria, FL 34142-5065
(239) 393-9165


William Walsh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at William J. Walsh, CFP in Ave Maria, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Other - Accredited Tax Preparer

Insurance Licenses

  • Life insurance: RI,MA
  • Health/disability insurance: RI,MA
  • Fixed annuities: RI,MA
  • Variable annuities: RI,MA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources