Becky Walsh, Ma, Cfp®, Cap®

Becky Walsh, Ma, Cfp®, Cap® Email and Phone Number

Abundant Frontier Guide, concerned for Caregivers-Who-Work & Women-Who-Lead. @ Oak Maple Finance, LLC
Becky Walsh, Ma, Cfp®, Cap®'s Location
Burlington, Vermont, United States, United States
Becky Walsh, Ma, Cfp®, Cap®'s Contact Details

Becky Walsh, Ma, Cfp®, Cap® work email

Becky Walsh, Ma, Cfp®, Cap® personal email

Becky Walsh, Ma, Cfp®, Cap® phone numbers

About Becky Walsh, Ma, Cfp®, Cap®

I am a heart-centered financial planner who plants seeds for clients to help them grow amazing lives.

Becky Walsh, Ma, Cfp®, Cap®'s Current Company Details
Oak Maple Finance, LLC

Oak Maple Finance, Llc

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Abundant Frontier Guide, concerned for Caregivers-Who-Work & Women-Who-Lead.
Becky Walsh, Ma, Cfp®, Cap® Work Experience Details
  • Oak Maple Finance, Llc
    Founder, Financial Planner
    Oak Maple Finance, Llc Sep 2022 - Present
    View
  • Vermont Youth Orchestra Association
    Board Member
    Vermont Youth Orchestra Association Aug 2022 - Present
    Colchester, Vt, Us
    View
  • Elements
    Elements Ambassador
    Elements Aug 2023 - Present
    South Jordan, Utah, Us
    Meeting 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.
    View
  • Fee Only Finance Firm
    Financial Planner
    Fee Only Finance Firm Sep 2009 - Sep 2022
    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 of any kind from anyone other than our clients. Our strict independence and fee-only structure ensures that the advice we give serves only the interests of our clients.
  • Vermont Youth Orchestra Association
    Board Of Directors
    Vermont Youth Orchestra Association Jul 2009 - Jun 2012
    Colchester, Vt, Us
    View
  • Walsh Financial Planning, Llc
    Personal Financial Advisor
    Walsh Financial Planning, Llc Nov 2007 - Sep 2009
  • University Of Michigan School Of Social Work
    Development Assistant
    University Of Michigan School Of Social Work Oct 2005 - Aug 2006
  • Ann Arbor Symphony Orchestra
    Programs Manager
    Ann Arbor Symphony Orchestra Oct 2003 - Oct 2005
    Ann Arbor, Mi, Us
    View

Becky Walsh, Ma, Cfp®, Cap® Skills

Financial Advice Asset Allocation Consultation Investment Strategies Estate Planning Financial Analysis Insurance Planning Financial Planning Retirement Planning Retirement Plan Consulting Cash Flow Management Financial Modeling Monte Carlo Simulation

Becky Walsh, Ma, Cfp®, Cap® Education Details

  • Saint Mary'S College
    Saint Mary'S College
    Music
  • Boston University
    Boston University
    Financial Planning
  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Advisor In Philanthropy
  • University Of Michigan
    University Of Michigan
    Musicology
  • Interlochen Center For The Arts
    Interlochen Center For The Arts
  • Oak Park & River Forest High School
    Oak Park & River Forest High School
    High School Diploma

Frequently Asked Questions about Becky Walsh, Ma, Cfp®, Cap®

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 the current company?

Becky Walsh, Ma, Cfp®, Cap®'s current role is Abundant Frontier Guide, concerned for Caregivers-Who-Work & Women-Who-Lead..

What is Becky Walsh, Ma, Cfp®, Cap®'s email address?

Becky Walsh, Ma, Cfp®, Cap®'s email address is rw****@****ors.com

What is Becky Walsh, Ma, Cfp®, Cap®'s direct phone number?

Becky Walsh, Ma, Cfp®, Cap®'s direct phone number is +180266*****

What schools did Becky Walsh, Ma, Cfp®, Cap® attend?

Becky Walsh, Ma, Cfp®, Cap® attended Saint Mary's College, Boston University, The American College Of Financial Services, University Of Michigan, Interlochen Center For The Arts, Oak Park & River Forest High School.

What are some of Becky Walsh, Ma, Cfp®, Cap®'s interests?

Becky Walsh, Ma, Cfp®, Cap® has interest in Children, Arts And Culture.

What skills is Becky Walsh, Ma, Cfp®, Cap® known for?

Becky Walsh, Ma, Cfp®, Cap® has skills like Financial Advice, Asset Allocation, Consultation, Investment Strategies, Estate Planning, Financial Analysis, Insurance Planning, Financial Planning, Retirement Planning, Retirement Plan Consulting, Cash Flow Management, Financial Modeling.

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