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

William James Walsh, CFP®

Director of Wealth Management, Eastern Bank

10 Richland Rd
Wellesley Hills, MA 02481
(781) 235-5369


William Walsh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Wellesley Hills, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 24, 26, 66

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth


Helpful Financial Planning Resources