David R. Walsh
Helping Clients Crystallize Their Business and Personal Financial Objectives and Take Appropriate Action Since 1970
- Role
- Financial Adviser at Brody, Walsh & Brody
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About David R. Walsh
For more than 50 years, it has been my privilege to help business owners, executives and…
Experience
Financial Adviser
Jan 1999 — Present
I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser in the states of California, Massachusetts and Pennsylvania. As such, these services are strictly intended for individuals residing in the states referenced.Through my affiliation with Eagle Strategies, LLC, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels.
Education
St. Lawrence University
Bachelor's degree, Psychology
1962 — 1966
Skills
- Insurance
- Financial Services
- Small Business
- Retirement
- Wealth Accumulation
- Investment Strategies
- Succession Planning
- Personal Finance
- Finra
- Pensions
- Asset Allocation
- Accounting
- Tax
- Asset Management
- Finance
- Risk Management
- Life Insurance
- Analysis
- Employee Benefits
- Securities
- Investments
- Estate Planning
- Retirement Planning
- Mergers & Acquisitions
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.