Robert  Walsh

Robert Walsh

| CFP®, CPA, PFS, CRPC

Lighthouse Financial Advisors

(732) 747-6680

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Fee Only Financial Planner Located in Red Bank, NJ and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • High Net-Worth Clients
  • Tax Planning and Preparation

Website

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3 Harding Road
Suite B
Red Bank, NJ 07701

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Robert Walsh is a Red Bank, NJ Fee-Only Financial Planner serving Red Bank and all surrounding areas. Lighthouse Financial Advisors, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Robert Walsh is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
 

ARE YOU READY TO ENHANCE AND SIMPLIFY YOUR LIFE?

 

Robert B. Walsh,
CPA/PFS CFP
® CRPC®

Partner and Founder of Lighthouse Financial Advisors, Inc.
 
Mr. Walsh founded Lighthouse Financial Advisors (LFA) in May of 1999. Robert holds the designations of Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist.  Robert earned his Bachelor’s Degree in Accounting from St. Francis College in Loretto, PA, as well as a certificate in financial planning from the College of Financial Planning in Denver, CO.  To his list of accomplishments, Robert worked as a Floor Trader for a New York Stock Exchange Specialist firm.  Mr. Walsh has more than twenty years’ industry experience in finance, tax and public accounting.  Robert is a member of the American Institute of Certified Public Accountants (AICPA), the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the New Jersey State Society of CPAs. Robert Walsh is also a Chartered Retirement Planning Counselor, earning this certification from The College of Financial Planning in November, 2010.

Robert Walsh was a founding member of the Alliance of Cambridge Advisors, LLC, a group of financial advisors dedicated to providing holistic, comprehensive financial planning.  Robert served a three year term on the Alliance’s Board of Directors from July 1, 2004 until June 30, 2007, acting as the Chairman for 2005/2006.  He continues to be a mentor for new advisors and actively participates in the continuing education curriculum of the ACA.

Robert was named as a 2008 TOP ADVISOR by Reuters Advice Point.  He has been a guest on CNBC’s “Power Lunch” and NBC’s “Wall Street Week.”  In addition, Walsh has been quoted in various leading financial publications.  Living true to his own advice, he frequently attends seminars and conferences for his own professional development.  A leader in the financial community, Robert makes several speaking engagements each year to promote fee-only planning and his latest entrepreneurial endeavor, Mastermind Your Ideal Inc., a coaching organization that enables members to envision and create their ideal lives.  Robert is also a dedicated philanthropist and volunteers with many public and private causes. Robert resides in Fair Haven with his wife Nancy, a Human Resources consultant and his son Robert B. Walsh III. During his leisure time, Robert enjoys reading, travel, fishing, golfing and spending time with his family.

Robert Walsh is a Fee Only Financial planner in Red Bank, NJ. Robert Walsh is a NAPFA-Registered Financial Advisor.

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WE HELP OUR CLIENTS LIVE MORE PROSPEROUSLY

By thoughtfully engaging and listening to you, we will help you determine and realize your financial goals and objectives. If you are seeking a team of dedicated professionals with expertise, objectivity and attention to detail, Lighthouse Financial Advisors, Inc is the right firm for you. We will provide optimal solutions and guide you through all the complex financial and tax issues, decisions, and myriad of tasks associated with managing your wealth.

(Human Capital plus Financial Net Worth equals Wealth)

  1. We want our clients to embrace and enjoy the journey.  The whole financial industry is focused on the destination “retirement’ but we want the journey to be fun, exciting and rewarding.
  2. By tracking and documenting the journey you will have financial peace of mind.
  3. We are unique in that we handle all your tax compliance - PLANNING with PREPARATION taxes are no longer a nightmare.

 

Fiduciary Advisor

A fiduciary standard means that your financial advisor is putting your interests first. When you hire a NAPFA member, you are getting the best advice that he or she can give, without any influence from outside interests.

Questions to ask your advisor:

Are you held to a fiduciary standard in all dealings with me and my financial affairs?

Lighthouse Financial Advisors, Inc. = YES

Do you disclose all conflicts of interest both actual and potential that exist now or might exist in the future?

Lighthouse Financial Advisors, Inc. = YES

Do you forego any type of commission based compensation in favor of receiving all compensation via fees that are disclosed in dollar terms?

Lighthouse Financial Advisors, Inc. = YES

Do you provide full comprehensive financial planning or are you simply doing my investments?

Lighthouse Financial Advisors, Inc. = YES

Are you a Certified Financial Planner?

Lighthouse Financial Advisors, Inc. = YES

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