Robert Walsh
Retirement Plan Advisor | Plan Sponsor & Fiduciary Consulting | Series 65 IAR | Marine Veteran
- Role
- Retirement Plan Advisor at Slavic401k
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Robert Walsh
I am a Retirement Plan Advisor at Slavic401k, specializing in helping business owners and plan sponsors design and manage high-performing retirement plans. I partner directly with fiduciaries to optimize 401(k) plan design, lead investment committee discussions, and improve participant engagement and outcomes. My experience spans a wide range of industries and plan sizes, including advising on complex and large-scale relationships across the country. With over eight years in the retirement industry, I hold my Series 65 license and have earned the CPFA, QKC, and QKA designations through ASPPA. I’m passionate about simplifying complexity for plan sponsors, strengthening fiduciary processes, and delivering measurable value through strategic plan consulting. Outside of work, I enjoy skiing, being outdoors, and spending time with my wife, daughter and our two dogs
Experience
Retirement Plan Advisor
Oct 2017 — Present · West Palm Beach, FL, US
Education
Florida Atlantic University - College of Business
Bachelor of Arts - BBA , Finance
2015 — 2017
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