Broker Check
 David Walsh, CFP®

David Walsh, CFP®

Principal

David was born and raised the eldest of three in a hard working home in Dublin, Ireland – his father, a building contractor and mother, a children’s nurse.

After his education in Ireland, he worked for a short while in London as a financial executive for an engineering company. He also spent some time working in Toronto for a property management firm. Through these experiences, David learned how to work with people on an international level. He also learned how different countries’ economies function.

In 1989, David immigrated to the United States. He arrived in Boston that year and began working with a major New England bank, helping business owners restructure cash flow and finances.

In 1993, he met his wife-to-be, Anne, a native of Boston who was a manager in the trading department of a brokerage company. They married in 1998.

David left his position with the bank in 1995, to seek a more impacting way to help business owners. David, his wife Anne and their three children reside in Winchester, Mass. In his free time, he enjoys coaching soccer, golfing, and playing indoor soccer. He is an avid fundraiser for the Salvation Army.