A Tax Preparation & Financial Planning Firm

CONNECT

Address:

4749 Main St.
Bridgeport, CT 06606

Phone:

203-371-4242

Robert Walsh

Robert Walsh

Robert Walsh has over twenty-six years experience in the financial sector. His experience as an institutional money manager has given him knowledge of a plethora of investment products and strategies. He has actively traded and managed money for some of the largest institutional firms in the financial arena, such as CMM Group, Nikko Securities, Sanwa BGK, and Euro Brokers. He has traded in the U.S., London, Hong Kong and Toronto markets.

He holds series 7, 63, 65 and 24 licenses and is an investment advisor representative of Centaurus Financial Inc. He maintains both CT and N.Y. State life and health insurance licenses and is approved to sell both CT and N.Y. State Partnership for Long Term Care Insurance. He is a Certified Professional Coach.

Robert is president of the CT Institute of Finance and Sound Coaching, Inc., helping individuals and businesses reach the next level. He specializes in helping financial planners through time management systems, SOPs and marketing concepts. Robert has also overseen the preparation and planning of personal and corporate tax returns for the last 17 years.

He currently resides in Redding, CT. with his wife and two children.