Meet The Instructor

Richard J. Walsh, CFP®, CRPC®

Walsh Richard Photo1 

Planning for the transition into retirement and adjusting to the life changes it brings are challenging enough without having to worry about finances. Richard J. Walsh helps preretirees and the recently retired make a smooth passage into this "next phase" of life. Together they uncover their overall priorities and design a financial plan with a focus on generating lifetime income to help meet their goals for an enjoyable, rewarding, and financially secure retirement.


Defining Your Ideal Retirement so that You Can Live "Rich"

It takes more than money to live a "rich" life in retirement. Individuals may have to deal with stressful changes in lifestyle, identity, and personal and professional relationships that go well beyond financial challenges. Many people struggle with defining just what a successful retirement should look like. Others have trouble achieving personal balance and harmony. This can often cause disappointment and frustration in reitrement as it fails to deliver on its promises. A well-designed reitrement plan can help provide answers to living life in retirement as you would like it to be - both personally and financially. That's called living "rich".

Helping You Achieve a Sense of Comfort About Your Finances in Retirement

Reducing worry and being at ease with retirement takes careful planning. It takes in-depth analysis. It takes a lot of hard work. A broad knowledge of everything from sophisticated investment products to evolving tax laws is required. Working with a financial advisor who holds both the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations can help you build a comprehensive retirement plan - one that creates an overall financial strategy with the goal of helping you achieve both your personal and financial objectives.

Experience and Qualifications You Can Trust

Hundreds of affluent individuals, families, and retirees have sought Richard Walsh's counsel to reduce their taxes, increase their spendable income, enjoy a more comfortable reitirement lifestyle, and pass more of their assets on to their families.

Richard is a graduate of Saint Peter's College where he earned a Bachelor of Science degree in Mathematical Economics, the University of Michigan where he obtained an MBA in Finance and Accounting, and New York University where he earned a post-graduate degree in Investment Management. In addition to holding the CFP® and CRPC® designations, Richard is a member of the Financial Planning Assocation, the Institute of Certified Financial Planners, and the Estate Planning Council of Northern New Jersey.

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