Broker Check
Kevin J. Walsh, CFP®

Kevin J. Walsh, CFP®

Investment Professional

Kevin has been with Niehaus Financial Services as a CFP® professional since 2000. After attending Stephen T. Badin High School and working his way through Xavier University, he began his career in finance at Fidelity Investments. Changing his career path to a private practice has been one of the best decisions of his career. The ability to work closely with his clients and form personal relationships with them allows Kevin to make the best possible financial recommendations for each and every client. These relationships are important to Kevin as he knows the significance of his role as a Financial Planner.

Kevin works with clients to keep their financial health strong. This means guiding them to live within their means, ensuring that they are saving for retirement effectively, making sure they are prepared for unexpected expenses, and helping them to know when it is okay to splurge on themselves or their families. He helps clients manage risks by focusing on investment diversification and preparing for the ongoing changes that affect their finances. Kevin firmly believes that maintaining one’s financial health requires regular attention, and he enjoys meeting with clients to make sure they are always headed in the right direction.

Family is important to Kevin. His parents were hard working individuals and wonderful role models instilling strong values in him. Kevin is the youngest of 6 children and has a close relationship with all of his siblings. Family gatherings are the highlights of his year. Kevin and his wife, Megan, have a daughter named Lila. Kevin also has three step-daughters, Cynthia, Victoria and Olivia. He enjoys having tea parties with Lila and helping all his big girls study for tests, especially in Social Studies. Kevin is a loyal Notre Dame Football fan and enjoys reading and exercising.

Education: 

  • Xavier University – 1993

Professional Designations: 

  • CERTIFIED FINANCIAL PLANNER™ professional – 2000

Licenses: 

  • FINRA Series 6 – 1993
  • FINRA Series 63 – 1993
  • FINRA Series 7 – 1996
  • Accident & Health, Life, Variable Insurance – 2000

>> Check the background of this investment professional on FINRA’s BrokerCheck