Christopher Walsh
Partner & Wealth Advisor at Pathfinder Wealth Consulting
- Role
- Partner & Wealth Advisor at Pathfinder Wealth Consulting
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Christopher Walsh
I am a Partner and Wealth Advisor at Pathfinder Wealth Consulting. Our team focuses on providing wealth management solutions to successful professionals, retirees, and widows in the Raleigh area. We help affluent clients address their five biggest concerns: • Preserving their wealth • Mitigating taxes • Taking care of their heirs • Ensuring their assets are not unjustly taken • Charitable givingI believe it is important to use a consultative process to gain a detailed understanding of our clients’ deepest values and goals. Then we employ customized recommendations designed to address each client’s unique needs and goals beyond simply investments. I work with successful individuals and families to: • Develop and implement a comprehensive wealth management plan to help them reach their financial dreams. • Make smarter decisions in today’s uncertain political, economic, and social environment. • Obtain an independent second opinion from a top financial advisor in their community.Connect with me if: You are a successful professional, retiree, or widow in the Raleigh area. You are interested in receiving a second opinion from an independent wealth management team in your community.
Experience
Partner & Wealth Advisor
Mar 2010 — Present · Raleigh-Durham, NC, US
121 Edinburgh South, STE 208, Cary NC 27511 Pathfinder Wealth Consulting is an investment firm that helps successful professionals, affluent retirees, and widows make smart financial decisions. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Advisor. This communication is strictly intended for individuals residing in the states of AZ, CA, FL, MA, MD, ME, NC, OH, PA, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Use here:
Education
The College of Saint Rose
Business Administration
2002 — 2006
North Carolina State University
Certified Financial Planner Certificate Program
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