Founder, Financial Planner
Current
Sep 2022 - Present
AeroLeads people directory · profile
Becky Walsh, Ma, Cfp®, Cap® Email & Phone Number
Abundant Frontier Guide, concerned for Caregivers-Who-Work & Women-Who-Lead.
at
Oak Maple Finance, LLC
1 work email found
@pathwayadvisors.com
2 phones found area 802
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Abundant Frontier Guide, concerned for Caregivers-Who-Work & Women-Who-Lead.
Location
Burlington, Vermont, United States
Who is Becky Walsh, Ma, Cfp®, Cap®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Becky Walsh, Ma, Cfp®, Cap® is listed as Abundant Frontier Guide, concerned for Caregivers-Who-Work & Women-Who-Lead. at Oak Maple Finance, LLC, based in Burlington, Vermont, United States. AeroLeads shows a work email signal at pathwayadvisors.com, phone signal with area code 802, and a matched LinkedIn profile for Becky Walsh, Ma, Cfp®, Cap®.
Becky Walsh, Ma, Cfp®, Cap® previously worked as Founder, Financial Planner at Oak Maple Finance, Llc and Board Member at Vermont Youth Orchestra Association. Becky Walsh, Ma, Cfp®, Cap® holds Ba, Music from Saint Mary'S College.
Company email context
Email format at Oak Maple Finance, LLC
This section adds company-level context without repeating Becky Walsh, Ma, Cfp®, Cap®'s masked contact details.
*@pathwayadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Becky Walsh, Ma, Cfp®, Cap®. Compare company email patterns before reaching out.
Profile bio
About Becky Walsh, Ma, Cfp®, Cap®
I am a heart-centered financial planner who plants seeds for clients to help them grow amazing lives.
Listed skills include Financial Advice, Asset Allocation, Consultation, Investment Strategies, and 9 others.
Current workplace
Becky Walsh, Ma, Cfp®, Cap®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Becky Walsh, Ma, Cfp®, Cap® work experience
A career timeline built from the work history available for this profile.
Board Member
Current
Aug 2022 - Present
Elements Ambassador
CurrentMeeting with advisors who are thinking about using ElementsParticipating in product feedback sessionsParticipating in customer workshops and webinarsEvangelizing at industry events; andWriting case studies about their experiences.
Aug 2023 - Present
Financial Planner
Fee Only Finance Firm
I worked for an independent, fee-only wealth management firm serving high net worth individuals and families. Our comprehensive wealth management approach integrates all aspects of a client's financial situation into a cohesive strategy focused on the unique needs of the client. We do not sell any products, represent any companies, or accept compensation.
Sep 2009 - Sep 2022
Board Of Directors
Jul 2009 - Jun 2012
Personal Financial Advisor
Walsh Financial Planning, Llc
Nov 2007 - Sep 2009
Development Assistant
University Of Michigan School Of Social Work
Oct 2005 - Aug 2006
Programs Manager
Oct 2003 - Oct 2005
6 education records
Becky Walsh, Ma, Cfp®, Cap® education
Ba, Music
Saint Mary'S College
Certificate, Financial Planning
Boston University
Chartered Advisor In Philanthropy
The American College Of Financial Services
Ma, Musicology
University Of Michigan
Education record
Interlochen Center For The Arts
High School Diploma
Oak Park & River Forest High School
FAQ
Frequently asked questions about Becky Walsh, Ma, Cfp®, Cap®
Quick answers generated from the profile data available on this page.
What company does Becky Walsh, Ma, Cfp®, Cap® work for?
Becky Walsh, Ma, Cfp®, Cap® works for Oak Maple Finance, LLC.
What is Becky Walsh, Ma, Cfp®, Cap®'s role at Oak Maple Finance, LLC?
Becky Walsh, Ma, Cfp®, Cap® is listed as Abundant Frontier Guide, concerned for Caregivers-Who-Work & Women-Who-Lead. at Oak Maple Finance, LLC.
What is Becky Walsh, Ma, Cfp®, Cap®'s email address?
AeroLeads has found 1 work email signal at @pathwayadvisors.com for Becky Walsh, Ma, Cfp®, Cap® at Oak Maple Finance, LLC.
What is Becky Walsh, Ma, Cfp®, Cap®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 802 for Becky Walsh, Ma, Cfp®, Cap® at Oak Maple Finance, LLC.
Where is Becky Walsh, Ma, Cfp®, Cap® based?
Becky Walsh, Ma, Cfp®, Cap® is based in Burlington, Vermont, United States while working with Oak Maple Finance, LLC.
What companies has Becky Walsh, Ma, Cfp®, Cap® worked for?
Becky Walsh, Ma, Cfp®, Cap® has worked for Oak Maple Finance, Llc, Vermont Youth Orchestra Association, Elements, Fee Only Finance Firm, and Walsh Financial Planning, Llc.
How can I contact Becky Walsh, Ma, Cfp®, Cap®?
You can use AeroLeads to view verified contact signals for Becky Walsh, Ma, Cfp®, Cap® at Oak Maple Finance, LLC, including work email, phone, and LinkedIn data when available.
What schools did Becky Walsh, Ma, Cfp®, Cap® attend?
Becky Walsh, Ma, Cfp®, Cap® holds Ba, Music from Saint Mary'S College.
What skills is Becky Walsh, Ma, Cfp®, Cap® known for?
Becky Walsh, Ma, Cfp®, Cap® is listed with skills including Financial Advice, Asset Allocation, Consultation, Investment Strategies, Estate Planning, Financial Analysis, Insurance Planning, and Financial Planning.
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