Becky Walsh
Abundant Frontier Guide, concerned for Caregivers-Who-Work & Women-Who-Lead.
- Role
- Founder, Financial Planner at Oak Maple Finance, Llc
- Location
- Burlington, VT, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Becky Walsh
I am a heart-centered financial planner who plants seeds for clients to help them grow amazing lives.
Experience
Founder, Financial Planner
Sep 2022 — Present
Education
University of Michigan
MA, Musicology
2001 — 2003
The American College of Financial Services
Chartered Advisor in Philanthropy
Boston University
Certificate, Financial Planning
2005 — 2007
Saint Mary's College
BA, Music
1997 — 2001
Oak Park & River Forest High School
High School Diploma
Skills
- Insurance Planning
- Asset Allocation
- Financial Advice
- Financial Analysis
- Cash Flow Management
- Investment Strategies
- Consultation
- Financial Modeling
- Financial Planning
- Retirement Planning
- Estate Planning
- Monte Carlo Simulation
- Retirement Plan Consulting
- Italian
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