Brian Walsh Jr., Cfp®, Mba Email & Phone Number
Who is Brian Walsh Jr., Cfp®, Mba? Overview
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Brian Walsh Jr., Cfp®, Mba is listed as Certified Financial Planner at Alera Group, Inc., a with 1634 employees, based in Wayne, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Brian Walsh Jr., Cfp®, Mba.
Brian Walsh Jr., Cfp®, Mba holds Master Of Business Administration - Mba, Finance And Financial Management Services from Syracuse University - Martin J. Whitman School Of Management.
Email format at Alera Group, Inc.
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About Brian Walsh Jr., Cfp®, Mba
Brian Walsh, Jr. is the Founder and Managing Partner of Vested Advisors, an Alera Group Company. His professionalism in the financial services business focuses on comprehensive financial planning, fee-only fiduciary advice, investment management, risk management, and ESG investing.Brian is a CERTIFIED FINANCIAL PLANNER™ and holds the esteemed Certified Financial Fiduciary (CFF) and Certified Fund Specialist (CFS) designations. Additionally, he is FINRA Series 7,6,63,65, Life and Health Insurance Licensed. Brian earned his MBA in Finance and Portfolio Management from Syracuse University’s Whitman School of Management. He received his undergraduate degree from Cabrini College in Radnor, Pennsylvania.Brian understands that each client has a different set of goals and objectives, which is why he takes a comprehensive approach to financial planning. Brian works diligently with his clients to understand their needs which helps him build a custom financial plan unique to their individual goals.Brian has been featured in outlets such as CNBC, the Wall Street Journal, Bloomberg, MarketWatch, among others, for his insights on market and economic outlooks and strategies to help maximize financial planning outcomes.Before his career in Finance, Brian was a Police Officer in Prince William County, Virginia. Brian was nominated as squad leader by his peers and led responses to high-risk calls and violent crimes. He was twice nominated for Officer of the Month – once for his work tracking down the victim and suspect involved in a kidnapping and once for assisting a victim of domestic abuse.Brian lives in Wayne, PA, with his wife, Lisa, and two daughters, Ella and JoiVested AdvisorsAdvisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., Vested Advisors, an Alera Group Company, and Walsh & Nicholson Financial Group, an Alera Group Company, are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation. For additional important disclosures please see www.vestedadvisors.com.
Brian Walsh Jr., Cfp®, Mba's current company
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Brian Walsh Jr., Cfp®, Mba work experience
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Certified Financial Planner
Colleagues at Alera Group, Inc.
Other employees you can reach at aleragroup.com. View company contacts for 1634 employees →
Christine Hollatz
Colleague at Alera Group, Inc.Quincy, Massachusetts, United States
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Quynh Truong
Colleague at Alera Group, Inc.Anaheim, California, United States
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William Zajac
Colleague at Alera Group, Inc.Greater Tampa Bay Area, United States
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Marina Sotomayor
Colleague at Alera Group, Inc.Greater Chicago Area, United States
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Derek Crocker
Colleague at Alera Group, Inc.Rochester, New York, United States
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Shelley Brayton
Colleague at Alera Group, Inc.Norwalk, Connecticut, United States
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Maureen Lafferty
Colleague at Alera Group, Inc.Houston, Texas, United States
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Shelby Piper
Colleague at Alera Group, Inc.Albany, New York, United States
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Ken Rhoads
Colleague at Alera Group, Inc.St Louis, Missouri, United States
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Maura Vecenie
Colleague at Alera Group, Inc.Greater Pittsburgh Region, United States
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Brian Walsh Jr., Cfp®, Mba education
Frequently asked questions about Brian Walsh Jr., Cfp®, Mba
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What company does Brian Walsh Jr., Cfp®, Mba work for?
Brian Walsh Jr., Cfp®, Mba works for Alera Group, Inc..
What is Brian Walsh Jr., Cfp®, Mba's role at Alera Group, Inc.?
Brian Walsh Jr., Cfp®, Mba is listed as Certified Financial Planner at Alera Group, Inc..
Where is Brian Walsh Jr., Cfp®, Mba based?
Brian Walsh Jr., Cfp®, Mba is based in Wayne, Pennsylvania, United States while working with Alera Group, Inc..
What companies has Brian Walsh Jr., Cfp®, Mba worked for?
Brian Walsh Jr., Cfp®, Mba has worked for Alera Group, Inc..
Who are Brian Walsh Jr., Cfp®, Mba's colleagues at Alera Group, Inc.?
Brian Walsh Jr., Cfp®, Mba's colleagues at Alera Group, Inc. include Christine Hollatz, Quynh Truong, William Zajac, Marina Sotomayor, and Derek Crocker.
How can I contact Brian Walsh Jr., Cfp®, Mba?
You can use AeroLeads to view verified contact signals for Brian Walsh Jr., Cfp®, Mba at Alera Group, Inc., including work email, phone, and LinkedIn data when available.
What schools did Brian Walsh Jr., Cfp®, Mba attend?
Brian Walsh Jr., Cfp®, Mba holds Master Of Business Administration - Mba, Finance And Financial Management Services from Syracuse University - Martin J. Whitman School Of Management.
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