Rob Walsh
Bringing Clarity to Your Financial World
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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 Rob Walsh
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 Birds Eye Wealth
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
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Write a Review
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Rob is the real deal
Highly recommend
A true joy to work with!
The money security guard!
Exceptional Financial Guidance and Trustworthy Expertise: A 15-Year Experience with Rob Walsh
Extremely Pleased With Rob Walsh
Honest & Hardworking
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