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John Walsh

Wealth Advisor

Financial Insights

United States, Washington, Tacoma

About Me

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.

Profile Information

Wealth Advisor

Financial Insights

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Tacoma

Washington

United States

May 15, 2024

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