About Us
MARK WALSH, PRESIDENT & FOUNDER
Before starting WIFSA, Mark worked as a Financial Advisor for UBS Wealth Management in San Francisco and as an Agent for New York Life in San Ramon, CA. He then become a Regional Supervisor and Personal Financial Counselor (PFC) for US military personnel stationed throughout the Pacific Nothwest.
He earned his Master's degree in personal financial planning from Golden Gate University (GGU) in San francisco. After earning his degree he become an adjunct professor and taught over thirty courses in corporate financial management, working capital management/treasury, and personal financial planning. He earned his MBA at California State University, and his Bachelor's in accounting & finance at U.C. Berkeley.
CERTIFICATIONS & LICENSES:
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Certified Public Accountant, CPA, State of California (license # 39725)
Certified Financial Planner, CFP® (# 134847)
Certified Treasury Professional, CTP® (# 571224)
Chartered Life Underwriter, CLU® (# 1385510)
Life & Health Agent, State of California, (license # 0F59176)
Series 65 Securities License, State of California
California Registered Investment Advisor (RIA), (CRD #168305)
Disclosures
Additional Information
Walsh Insurance and Financial Services Agency (WIFSA) is a California registered life and health insurance agency (CA license # 0I29641). It operates as a DBA (doing business as) under Walsh Financial, PC, a California CPA and RIA firm.
- States Licensed to provide Investment Advisory Services: California
- States Licensed to sell Insurance Products: California
Additional state registrations can be added upon request.
