Broker Check
Robert  Walsh

Robert Walsh

Financial Advisor & CEO

Robert Walsh has a career spanning over 41 years in the financial sector. With a deep understanding of investment products and strategies, Robert has served as an institutional money manager for some of the largest financial firms worldwide. These include CMM Group, Nikko Securities, Sanwa BGK, and Euro Brokers. Throughout his career, he has successfully navigated and thrived in the complex and ever-changing financial markets of the U.S., London, Hong Kong, and Toronto.

Robert's extensive qualifications include licenses such as the series 7, 63, 65, and 24, enabling him to provide comprehensive financial guidance as an investment advisor representative of Centaurus Financial Inc. Additionally, he holds life and health insurance licenses in both Connecticut and New York, allowing him to offer holistic solutions tailored to his clients' specific needs. His approval to sell both CT and N.Y. State Partnership for Long Term Care Insurance further demonstrates his commitment to helping individuals secure their financial future.

Beyond his financial expertise, Robert is a Certified Professional Coach, exemplifying his passion for empowering individuals and businesses to reach their full potential. This unique blend of financial acumen and coaching skills enables Robert to provide a holistic approach to his clients, addressing both their professional and personal aspirations.

Furthermore, Robert's expertise extends to overseeing the preparation and planning of personal and corporate tax returns for the past 22 years. He possesses an in-depth understanding of the complex tax landscape and is well-versed in optimizing financial strategies while minimizing tax liabilities. Robert's commitment to supporting individuals and businesses in navigating the intricacies of financial management is evident in his comprehensive approach to tax planning.

As a sought-after professional speaker, Robert shares his vast knowledge and insights on current issues, policies, and best practices in the financial industry. His engaging presentations captivate audiences and provide valuable insights into the evolving landscape of finance. Through his dynamic speaking engagements, he contributes to the ongoing education and professional development of industry professionals.

Outside of his professional endeavors, Robert enjoys reading, writing and travel. He currently resides in Redding, CT, with his wife.