Brian Walsh Cfp
Financial planning leader with experience and expertise in three areas: financial planning, digital advice, and thought leadership. • Financial... | Grand Rapids, Grand Rapids, United States
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Brian Walsh Cfp’s Emails bw****@so****.com
Brian Walsh Cfp’s Phone Numbers No phone number available.
Social Media
Brian Walsh Cfp’s Location Grand Rapids, Grand Rapids, United States
Brian Walsh Cfp’s Expertise Financial planning leader with experience and expertise in three areas: financial planning, digital advice, and thought leadership. • Financial planning includes experience as a financial planner, leading the financial planning methodology at a Fortune 100 company, and building a scalable financial planning offering at a FinTech. • Digital advice includes serving as a product manger at a Fortune 100 company, developing the underlying logic for all digital advice tools at a leading FinTech, and building the risk profiling and strategy selection logic for a robo-advisor ranked #1 by Barron's in 2021 and 2022. • Thought leadership includes being quoted in hundreds of media publications, conducting hundreds of virtual and in-person events, and building a five course online financial education program.
Brian Walsh Cfp’s Current Industry College For Financial Planning
Brian
Walsh Cfp’s Prior Industry
Northwestern Mutual Financial Network
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Robert W Baird
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Advicent Solutions
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Tiaa
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Sofi
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Kansas State University
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College For Financial Planning
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Work Experience
College For Financial Planning
Instructor
Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Kansas State University
Instructor
Tue Oct 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Sofi
Head of Advice & Planning
Sun Jul 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Tiaa
Director of Financial Planning Solutions at TIAA
Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Tiaa
Senior Retirement Financial Planner
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Advicent Solutions
Manager, Partner Relations
Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Nov 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Robert W Baird
Private Wealth Management- Financial Advisor
Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Northwestern Mutual Financial Network
Financial Representative
Wed Nov 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Brian Walsh Cfp Email Addresses
FAQ About Brian Walsh Cfp
-
Brian Walsh Cfp is located at
Grand Rapids, Grand Rapids, United States -
Brian Walsh Cfp is a
Financial planning leader with experience and expertise in three areas: financial planning, digital advice, and thought leadership. • Financial planning includes experience as a financial planner, leading the financial planning methodology at a Fortune 100 company, and building a scalable financial planning offering at a FinTech. • Digital advice includes serving as a product manger at a Fortune 100 company, developing the underlying logic for all digital advice tools at a leading FinTech, and building the risk profiling and strategy selection logic for a robo-advisor ranked #1 by Barron's in 2021 and 2022. • Thought leadership includes being quoted in hundreds of media publications, conducting hundreds of virtual and in-person events, and building a five course online financial education program. College For Financial Planning -
Brian Walsh Cfp currently works in the
College For Financial Planning -
Brian Walsh Cfp specializes in
Financial planning leader with experience and expertise in three areas: financial planning, digital advice, and thought leadership. • Financial planning includes experience as a financial planner, leading the financial planning methodology at a Fortune 100 company, and building a scalable financial planning offering at a FinTech. • Digital advice includes serving as a product manger at a Fortune 100 company, developing the underlying logic for all digital advice tools at a leading FinTech, and building the risk profiling and strategy selection logic for a robo-advisor ranked #1 by Barron's in 2021 and 2022. • Thought leadership includes being quoted in hundreds of media publications, conducting hundreds of virtual and in-person events, and building a five course online financial education program. -
Brian Walsh Cfp speaks the following languages:
No languages available. -
Brian Walsh Cfp has prior experience in the following industries:
Kansas State University , Tiaa , Tiaa , Advicent Solutions , Robert W Baird , Northwestern Mutual Financial Network -
Brian Walsh Cfp has the following professional experience:
College For Financial Planning , Kansas State University , Sofi , Tiaa , Tiaa , Advicent Solutions , Robert W Baird , Northwestern Mutual Financial Network . -
You can view Brian Walsh Cfp’s
LinkedIn profile at LinkedIn URL. -
Brian Walsh Cfp’s work email addresses are
[email protected] . -
Brian Walsh Cfp works at
College For Financial Planning
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