Meet James Walsh, CMFC®

The most rewarding thing about being a financial adviser is having the opportunity to help guide people toward reaching their financial goals. Achieving those goals allows people to focus on their passions, and in helping them do so their passions become my passions. To see someone fulfill his or her dreams – whether it’s traveling the country in an RV or launching a new business – is a tremendous experience. In a sense, it is a way to help people in my community become the people they most want to be, to live the kind of life they want to live.

There are many qualities that attracted me to Advance Capital and that make it a great place to work. Among those include its fiduciary and client-centric process, employee-owned structure, depth of resources, fee-only approach and unbiased disciplined investment strategy. Though perhaps above all is the talented men and women who make up the firm.

Working for almost 20 years in the financial and retirement planning industry has given me a true understanding of what matters most to clients and what adds value to their experience working with a financial adviser.