Profile

Robert Walsh, CFP®, CPA/PFS, CPA, CRPC

Lighthouse Financial Advisors, Inc.

Contact Details

Lighthouse Financial Advisors, Inc.
3 Harding Rd
Suite B
Red Bank, NJ 07701
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Primary: (732) 747-6680

Bio

Robert B. Walsh, CPA/PFS CFP®
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 was a founding member of the Alliance of Comprehensive Planners, 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 son Robert. During his leisure time, he enjoys reading, travel, fishing, and golfing.

Professional Credentials/Designations

  • CFP®
  • CPA
  • CPA/PFS
  • CRPC

Serving Clients Living In

  • CT
  • FL
  • NJ
  • NY
  • PA

Accepting New Clients

  • Yes

Offers Remote Appointments

  • No

Job History

Lighthouse Financial Advisors, Inc.
Partner
Red Bank, NJ, United States
May 1999 - present