Gresham Walmsley
Helping Foreign Service Officers navigate their benefits, plan for retirement eligibility, and reach financial independence beyond your FSPS pension and social security
- Role
- Financial Planner at Prudential Financial
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Gresham Walmsley
I’m passionate about building trust-based relationships and helping others implement strategies to build wealth and retire on their own terms As a Financial Planner, my team specializes in helping employees of the US Department of State navigate their benefits, plan for retirement eligibility, and reach financial independence beyond their FSPS pension and social security through our financial planning process. Reaching 20 years of service at age 50 is a major accomplishment. But, will your pension and social security supplement be enough income to sustain your lifestyle before your TSP is eligible for withdraws? Planning ahead for retirement eligibility is crucial regardless of whether you plan to continue working with the Department of State, transition to the private sector or ride off into the sunset of retirement. Our Financial Planning Process helps individuals and families: Build wealth through customized saving strategies to supplement pension and social security income in retirement Navigate government provided benefits: FEGLI, FSPS, TSP to maximize retirement income and reduce taxes in retirement Maximize income from state side residences / rental properties while working and living abroad Our team wants to help individuals reach financial independence by retirement eligibility in order to make their next big life decision on their own terms Best part about this planning process is that is can be achieved virtually, from the comfort of your home. No matter where you are stationed across the globe. Let’s book a call and let me walk you through our process and show you how you can get started planning for retirement eligibility today. Visit My Calendar Link to Schedule a 15-Minute Call: http://prudentialadvisors.force.com/cts?Id=cdn1uxOZP_qSSsHOjHCMIiI3SeBB81.Cfag9oKJk.WA-Z g••••••••@prudential.com (70••••••44
Experience
Financial Planner
Jun 2021 — Present · Tysons Corner, VA, US
Licenses / Certifications: Series 7, Series 66, SIE, Variable Life & Health
Education
College for Financial Planning
Financial Planning
2022 — 2023
iXperience -- University of Virginia Accelerator
Product Management Course
2019 — 2019
UVA in Valencia
Spanish
2018 — 2018
University of Virginia
Bachelor of Arts - BA, Economics & Entreprenuership
2017 — 2021
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