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 his most significant and positive professional decisions. He particularly enjoys having the opportunity to work closely with clients and form personal relationships with them. Kevin knows that it is these relationships that allow him to make the most informed and appropriate financial recommendations for each individual client.

As a Financial Planner, Kevin works with clients continuously 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 the people and things that are most important to them. He helps clients manage risks by focusing on investment diversification and preparing for the ongoing changes that affect their finances. Kevin believes that maintaining one’s financial health requires regular attention. He enjoys meeting with clients to make sure they are always headed in the right financial direction.

As it is to many of his clients, family is especially important to Kevin. His parents were hard-working individuals and wonderful role models, instilling strong values in him. Kevin is the youngest of six children, and he has a close relationship with all his siblings. Family gatherings are the highlights of his year. Kevin and his wife, Megan, have four daughters. He enjoys watching his girls’ many and varied school and sports activities, including volleyball, band, tennis and many more! Kevin is a loyal Notre Dame football fan and enjoys movies, swimming, bike riding, and trail running.

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