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Walsh Fi​nancial P​lanning

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Pat (P.J.) Walsh has been a  Certified Financial Planner (CFP0 © since 2006, and in 2014 became one of only approximately 600 people worldwide  to obtain the Retirement Income Certified Professional (RICP)© designation.  Prior to his career as a Financial Planner, he worked with IBM Corporation in various sales, service marketing and education positions. He grew up in Chicago and after leaving IBM returned home after living in New York and North Carolina.  He and his wife Karen live in the Beverly area of Chicago, and their  children, grandchild, daughter in law, and son in law also live in the city. He has an undergraduate degree from Roosevelt University and obtained the Certified Financial Planner education through North Carolina State, and the Retirement Income Certified Professional education through the American College.


Here at Walsh Financial Planning we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.

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