William J. Walsh, CFP®
Proactive Wealth Advisor
Bill is a Proactive Wealth Advisor with Byrne Financial Freedom, LLC. Bill operates under the philosophy that he has a fiduciary duty to each and every one of his clients which means that the needs of his clients will always come before the needs of the advisor. Bill currently holds securities series 6, 7, 24, 51, 63 registrations with LPL Financial and a 65 registration with Byrne Financial Freedom. Bill’s specializes in retirement planning, college planning, and asset management.
Bill has over 27 years of experience as an independent CERTIFIED FINANCIAL PLANNER Professional. Prior to this, he worked as a banking officer at Rhode Island Hospital Trust National Bank (now Bank of America) and Boston Safe Deposit Bank and Trust (now the Boston Company) specializing in credit, investments, and trusts.
Bill was raised in West Oak Lane, Philadelphia. He graduated from Rutgers University in 1971 with a Bachelor’s of Science degree in Management with a concentration in Finance. Bill and his wife Kathleen live in Foxboro, Massachusetts and also have a home in Marco Island, Florida. They have three children, John, Bill, and Kelly. He also has one granddaughter, Alexa, who is a senior at Villanova University. Bill was a long time board member of the Tri-Town Chamber of Commerce and is a past President of both the Boston Financial Planning Association and the Foxboro Lions Club. He enjoys golfing, reading, fitness and spending time with family.