Brian Walsh, Jr. MBA, CF2

About Brian Walsh, Jr. MBA

Brian Walsh, Jr. joined Walsh & Nicholson Financial Group in 2017 to bring a new age of trusted, prudent and holistic financial planning to individual clients, businesses, and Group 401(k), 457 and 403(b) plans.  As a fiduciary, Brian believes that every decision that is made should be in his client’s best interest. He works diligently with his clients, understanding their needs to help build a custom financial plan for their individual goals. 
Before joining Walsh & Nicholson Financial Group, Brian spent five years with Lincoln Financial Group.  Brian lived in San Francisco, California, where he was responsible for implementing Lincoln’s retirement income strategies for high net worth clients. 
While at Lincoln, and through his work in retirement planning, Brian noticed a need for better group 401(k) plans and 457 governmental plans, as well as better financial wellness tools for employees of those plans. Now, Brian works with employers to design plans for their individual businesses while reducing plan fees. Brian also designed the new Walsh & Nicholson website to be a comprehensive financial planning resource for employees and individual clients. 
Brian received his MBA in Finance from Syracuse University and his Bachelor’s Degree from Cabrini University. He holds series 65, 7, 6, 63 and Life Accident & Health insurance licenses.  Brian is a Certified Financial Fiduciary (CFF) and Certified Funds Specialist (CFS). Prior is also working towards completing his Certified Financial Planner (CFP) Designation. 
Prior to his career in Finance, Brian was a police officer in Prince William County, Virginia. Brian was nominated as squad leader by his peers and led responses to high risk calls and warrant services. He was twice nominated for officer of the month; once for tracking down and apprehending the suspect of a kidnapping, and for his work on domestic violence cases.