Rebecca Walsh
CFP®
Pathway Financial Advisors, LLC
Financial Planner
Rebecca Walsh
CFP®
Pathway Financial Advisors, LLC
Financial Planner
I work with clients who seek clarity and support on a path that brings together their resources to the greatest service of their long-term joy and satisfaction. - Rebecca Walsh, CFP®
The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Rebecca Walsh is a South Burlington, VT fee-only financial planner.
Pathway Financial Advisors, LLC provides comprehensive financial planning including charitable giving and values-based investing as part of planning that integrates finances and life. She helps both business owners and high net worth clients organize, grow and protect their assets through life’s transitions.
As a fee-only, fiduciary, and independent financial planner, Rebecca Walsh is never paid a commission of any kind, and has a legal obligation and internal drive to provide unbiased and trustworthy financial advice.
Rebecca Walsh joined Pathway Financial Advisors in 2009 and carries over 10 years of experience assisting individuals & families with all aspects of personal financial planning including helping individuals plan their charitable giving and chart their course into and through retirement. She is the chair of Pathway's Financial Planning Committee.
Rebecca holds a Certificate in Financial Planning from Boston University, a Master of Arts in Musicology from the University of Michigan, and a Bachelor of Arts in Music from Saint Mary’s College. Rebecca is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Before joining Pathway, Rebecca was the founder and principal of Walsh Financial Planning. Prior to entering the financial planning profession, she worked in non-profit fundraising for The Ann Arbor Symphony Orchestra and University of Michigan, and supported MAKE Corporation (an IT consulting firm) with financial reporting.
Rebecca is an appointed member of the Vermont Tax Advisory Board. She has served on the Board of Directors of the Vermont Youth Orchestra Association, lead a Girl Scout troop, and has been involved with the Women Business Owners Network and the Vermont Consultant’s Network.
Rebecca's hobbies include hiking, reading, playing the piano, and traveling with her family.
Rebecca Walsh is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Pathway Financial Advisors, LLC, (Pathway) is an independent, fee-only, financial planning and investment management firm. As a fiduciary, we act in our clients' best interests. Our fees are completely transparent, we sell no products and receive no commission or referral fees. We specialize in working with individuals and families who are looking for ongoing guidance with various aspects of their financial lives, value a long-term relationship with a financial advisor, have accumulated $1,000,000* or more of investable assets and seek support in the management of their investments.
Our team members include seven CFP® professionals, a CPA, an attorney, and a CFA® Charterholder. Our diverse and complementary skill sets, together with decades of combined experience, allow us to provide exceptional personalized service in numerous areas. We intentionally maintain a low client-to-advisor ratio allowing us to develop and nurture meaningful relationships with our clients.
We currently serve over 250 Individuals and Families with over $600M in assets under management.
*Project-based financial planning may be available depending on advisors' capacity
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Integrated Financial Planning
- Retirement Income Planning
- Investment Management
- Generational Wealth Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations (Inheritance)
- Investable Assets Generally over $1M
Working Together
- In-Office or Virtual Meetings
- Clearly Defined Fees
- Collaborative Approach
- Complimentary Initial Meeting
- Integrating Finance and Life
Professional Designations & Affiliations
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Rebecca Walsh is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Rebecca Walsh is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Rebecca Walsh is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
Contact Rebecca Walsh
Office Locations:
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2 Market Street
South Burlington, VT 5403
