Robert Walsh
WEALTHCARE
Cabin John, MD
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CRD#: 6576378
Professional summary
Robert Walsh is a registered financial advisor currently at WEALTHCARE located in Cabin John, Maryland.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Robert has worked at 1 firm and has passed the Series 65 exam.
Biography
Well into a career as a financial management consultant with IBM, I was ready for a new challenge. While consulting provided the joy of solving problems and helping organizations reach their goals, I was feeling further and further removed from my clients as I progressed in my career. I wanted that feeling again of working with and helping someone face-to-face.
Investing and financial planning always appealed to me. Early on, I formed an investment club with my friends from Princeton and we bought and sold individual stocks guided by fundamental analysis and industry diversification. However, I knew that traditional financial planning with its commission-dependent or "fee-based" sales practices was not for me. Fortunately, I learned of NAPFA and its fiduciary, fee-only approach to financial planning. After interviewing professionals in the field, attending its national conference, and finally joining the local NAPFA study group, I was ready to make the leap.
I had the pleasure of working with an experienced solo-practitioner supporting his delivery of customer service and improving his practice management processes. At the same time, my family was working through something personal, the loss of my father. As is often the case in a relationship, one spouse takes the lead on finances and one follows. For my parents, my Dad took the lead and my Mom followed. When he passed, I was able to support my Mom by helping with her finances. I know there are others like her who have experienced loss in some way and have found themselves fully in control of their finances for the first time.
I founded Wealthcare to provide support that is personal and affordable to help people like my Mom. I hope that I have the chance to help you.
Question & Answer
What are your service offerings?
Personal. Affordable. Wealthca...
We help women planning for or ...
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PTS On Demand, 2) Not investment-related, 3) 6355 Crosswoods Dr, Falls Church, VA 22044, 4) Provide consultants to support FEMA disaster recovery operations, 5) Manager, 6) 12/01/2010, 7) 32-64/month with 16-32/month during securities trading hours, 8) Administrative and Human Resources duties.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Walsh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 8, 2015 - Present
WEALTHCARE
RIA
CRD#: 281771
Cabin John, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(12/8/2015)
Current Firm
WEALTHCARE
WEALTHCARE | WEALTHCARE FINANCIAL PLANNING, LLC
CRD#: 281771 / SEC#:
Maryland
Registered Investment Advisory firm - (11/24/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Cabin John, MD
Mailing Address
Phone number
(202) 810-1865
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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