Rob Walsh
Bringing Clarity to Your Financial World
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Birds Eye Wealth
Rob Walsh
Rate this
Advisor
Tinton Falls, NJ
Serving Clients Nationwide
Bringing Clarity to Your Financial World
Areas of Focus
- Alternative Investments
- Budgeting
- Cash Flow
- Divorce Financial Planning
- Education Needs and Funding Analysis
- Emergency Savings
- Employee Benefits
- Employee Stock Options
- Estate Planning
- Financial Life Planning
- Insurance
- Investing
- Investment Management
- Owning a Business
- Real Estate Investing
- Retirement Planning
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Social Security
- Taxes
About Me
Hi, I'm Rob Walsh. After spending the first 10 years of my professional career with a Fortune 500 company as a Cost and Project Manager, I took that knowledge and transitioned to personal financial planning 2011.In 2012, I had the opportunity to partner and learn from one of the top CFP's in the country. After 8 years there, and with an eye on returning closer to home, I knew it was time for me to go out on my own.
Before I get to know you, here is a little bit more about me.
I graduated Summa Cum Laude from Rider University where I was a 4-year member and captain of the baseball team.
I’m actively involved in my Howell community spending much of my free time as a volunteer baseball coach for my son and other youth players throughout Monmouth County.
I’ve been an active fundraiser for the Special Olympics and Wounded Warrior through my 7 Tough Mudder events that I have competed in. However, the cause most near and dear to my heart Is being the President of the BJ Thomas Memorial Scholarship Foundation. BJ was an amazing friend and fellow Howell coach that we lost way too early.
Investment advisory services are offered through Wealthcare Advisory Partners LLC, an SEC Registered Investment Advisor.
Primary Location
3600 Route 66, Suite 150, Neptune, NJ 07753
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button and complete the brief form or give us a call to schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Birds Eye Wealth is the culmination of everything I have learned, both good and bad, over the past 20 years in corporate and personal finance.My planning process has evolved over the years and today it involves a truly comprehensive and macro (bird’s eye) view of your finances.
Once the big picture is fully in view, we can see and evaluate the smaller, micro details of your finances to ensure a complete and thorough financial plan. This plan includes risk management, investment management, tax strategies, behavioral finance strategies and, most importantly, goals based financial planning.
OUR PROCESS
✔️ Get to Know Each Other: Every person, family and business is unique. We try to understand and help you uncover your goals, dreams and fears. What keeps you up at night? What excites you?
✔️ Analyze Your Financial World: We take all of the information that was gathered to see how we can unclutter your financial junk drawer to make the plan as efficient and achievable as possible.
✔️ Present and Implement Your plan: We'll present our findings in a full financial plan built around your goals. If you like what you hear, you will be brought into the Birds Eye family and introduced to our great team and technology platforms.
✔️ Lifetime Relationship: The plan that we implement can look very different in just a few short years due to any type of major life events, or just life happening. That's why ongoing communication and meetings will help keep you on track to fulfill your plan's goals and objectives.
Education
Rider University, Summa Cum Laude
Hobbies and Interests
- Baseball
- Collecting
- Family
- Fishing
- Football
- Golf
- Grilling
- Volunteering
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Educators
- Families
- Gen X
- Gen Y / Millennials
- Gen Z
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Physicians
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Sales Professionals
- Widow
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Rob is the real deal
✅ Wealthtender Certified Advisor Review™
Sep 25, 2024
I met Rob through my accountant, who is also part of Rob’s group, Birdseye wealth management. I was thinking of retiring and my accountant suggested I meet with Rob. A couple weeks later we all met and Rob and Brendan laid out a plan for me and assured me I was on the right track financially. They reviewed my needs and plans for the future. Rob keeps in touch with me and guides me through the constantly changing investment landscape and is always available to answer any questions I have or to discuss various investment options. The whole team at Birds Eye financial are amazing to work with and are knowledgeable, friendly and accessible. I am so happy I decided to work with Rob, and…he also knows where all the best pizza joints are!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommend
✅ Wealthtender Certified Advisor Review™
Sep 6, 2024
My husband and I have been with Rob for years. Before we retired he was extremely instrumental in organizing everything we had all over in different places. Now everything is easily accessible. Meeting with him yearly going over any changes or needs makes our lives easier. He answers any phone calls or emails in a timely manner. I recommend him to all my friends and family. He is very knowledgeable and frequently sends out clarifications of what is happening in the market in layman’s terms 🙂. He is very trustworthy and easy to work with. Don’t miss out call him today!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A true joy to work with!
✅ Wealthtender Certified Advisor Review™
Sep 6, 2024
Rob is our financial advisor here at American Tire & Auto Care. He manages our pension plan and all of our personal and business investment portfolios. He is always available to us and we rest easy with him overseeing our investments. He is a pleasure to work with as well being a friend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The money security guard!
✅ Wealthtender Certified Advisor Review™
Aug 21, 2024
I highly recommend Rob! I contacted him about 2 years ago and I needed a lot of help! He has been the best of the best! Rob guided me into so many decisions and has kept money safe and guided where it just makes more money! I never worry about anything! I trust Rob more than I trust anyone and that is the most important. He has taken every single phone call and e mail that I have sent and has always had an answer. He has always guided me in the right direction since day one. I know that he will always look out for my best interests and I will always continue to work with him. I would recommend him to anyone at anytime because he really is the best!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Financial Guidance and Trustworthy Expertise: A 15-Year Experience with Rob Walsh
✅ Wealthtender Certified Advisor Review™
Aug 21, 2024
Our family has had the pleasure of working with Rob Walsh as our financial planner for the past 15 years, and we cannot recommend him highly enough. Rob’s expertise in financial planning is second to none. His deep knowledge of the industry, combined with his intelligent approach to managing investments, has consistently exceeded our expectations.
Rob is not only incredibly smart but also exceptionally trustworthy. Over the years, he has become our go-to financial advisor and has earned the same respect and trust from our friends and relatives. His dedication has been nothing short of outstanding, consistently delivering thoughtful advice.
If you are looking for a financial planner who is knowledgeable, reliable, and truly cares about your financial well-being, Rob Walsh is the person to see. His impact on our financial stability and growth has been invaluable.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Extremely Pleased With Rob Walsh
✅ Wealthtender Certified Advisor Review™
Aug 21, 2024
My husband and I started using Rob Walsh four years ago. We have had other financial advisors throughout the years, but none were as professional, reliable, and accommodating as Rob. He keeps in touch with us on a regular basis and offers advice to help us with our financial needs. We would highly recommend Rob to anyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Honest & Hardworking
✅ Wealthtender Certified Advisor Review™
Aug 21, 2024
We have been working with Rob for years. He is very knowledgeable in his field but has a way of explaining in a way in which I feel comfortable. He doesn't "tell us what to do" but rather educates us so that we can make a decision which we feel is best. His communication is top notch! We are looking forward to many more years of working together!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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