Robert Walsh

CFP®, CPA, PFS, CRPC®

Lighthouse Financial Advisors

Financial Advisor, Founder, and Share Holder

Contact Me

Robert Walsh

CFP®, CPA, PFS, CRPC®

Lighthouse Financial Advisors

Financial Advisor, Founder, and Share Holder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Walsh, CFP®, CPA, PFS, CRPC®

Contact Me

(732) 747-6680

Website

Fee-Only financial planner located in Red Bank, NJ, serving clients locally and across the country

Robert Walsh is a Red Bank, NJ fee-only financial planner. Lighthouse Financial Advisors provides comprehensive financial planning and wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Walsh is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Robert 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.

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

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Robert Walsh is a NAPFA-Registered Financial Advisor

    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.

  • Alliance of Comprehensive Planners
    Robert Walsh is a Member of the Alliance of Comprehensive Planners (ACP)

    Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

  • Certified Financial Planner (CFP)
    Robert Walsh is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • CPA - Certified Public Accountant
    Robert Walsh is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • CPA/PFS - Personal Financial Specialist
    Robert Walsh is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • CRPC - Chartered Retirement Planning Counselor
    Robert Walsh is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

Contact Robert Walsh

(732) 747-6680

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Office Locations:

  • 3 Harding Road
    Suite B
    Red Bank, NJ 07701

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