Leo Walsh CFP®, ChFC, CLU, CRPC
CERTIFIED FINANCIAL PLANNER™ professional
P | 732-452-7280
C | 201-259-2263
F | 732-906-3694
E | leo@equityws.com
Business Philosophy:
I provide personalized and timely advice and service to my clients as they go through different stages of life. I help my clients to set realistic goals directed to wealth and risk management. I believe that every client needs to have a long-term plan or strategy designed to achieve their goals. As a CFP professional, I must work as a fiduciary holding a client’s interests first and foremost. Additionally, CFP professionals must meet rigorous education and experience requirements, and they commit to high ethical and professional standards.
Background:
Leo joined his current broker-dealer, now Equitable Advisors in April of 1989 and he has more than thirty-two years in the financial services industry. His practice involves working with public school employees, 501c non-for-profit organization employees, and individuals in creating investment and financial plans.
Leo holds the following industry designations – Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) from the American College for Financial Services in King of Prussia, PA, CERTIFIED FINANCIAL PLANNER™ professional from CFP Board in Washington, DC, Chartered Retirement Planning Counselor (CRPC) from College of Financial Planning in Denver, CO.
In 1984, Leo received a bachelor’s degree in Marketing from Fairleigh Dickinson University, Teaneck, New Jersey. He currently resides with his wife and son in Pequannock, New Jersey.
Leo holds FINRA Series 7, 63 and 65 registrations; Life and Health registrations and he is serving clients in FL, NH, NJ, NY, PA, and SC. In addition, he holds Investment Advisory Registrations (IAR) in FL, NJ, NY, PA, SC, MA, and NH.
