Meet The Team

John Walsh, CFP®

Wealth Advisor

John is a 50+ year veteran in the financial services industry having entered the accounting profession in 1964.  He was a tax department manager for the largest regional CPA firm in Long Beach, CA before starting his own CPA practice in 1969.  John has extensive and diversified experience in real estate and small business with special emphasis on tax, retirement and estate planning.

In 1986 John earned the Certified Financial Planner designation and joined the financial services group Financial & Retirement Planners Northwest, Inc in Federal Way, WA where he served as president and treasurer for 27 years.

Education

  • AA Degree in Business from Long Beach City College
  • Attended Cal State-Long Beach University 1963-1965
  • Certified Public Accountant(retired)
  • Certified Financial Planner

Professional/Community

  • Financial Services Institute
  • Canterwood HOA Finance Committee

When Not Working

  • Golf
  • Fishing
  • Sports card collecting
  • BMW Cars
  • World Travel