Dave’s drive to help people put their financial futures on track is inspired by his father, a man with over 50 years of experience in the financial investment services industry. In fact, financial planning is considered a family affair! That’s why Dave and his brother partnered with their father for many years to bring personalized financial planning backed by family values to the people of St. Louis, Missouri. Today, Dave brings over 30 years of experience in financial planning, life and long-term care insurance to Walsh Financial Services.
As he offers individualized financial guidance to clients at any stage of life, Dave focuses on keeping our clients educated about their finances and prepared for life’s most significant financial risks. As we work together, he takes our clients through a financial review to understand their specific goals, survey their risk tolerance, and carefully design a plan to help them get where they want to be. His goal is to help clients make sound financial decisions along their journey while understanding the principles of retirement savings, income generation, and protection.
Being affiliated with Cetera Advisor Networks, LLC, an independent broker-dealer, means we can research and recommend products and investments that best fit our client’s needs. But beyond suggesting services, Dave is passionate about educating our clients on the significance of getting a grasp on financial planning sooner rather than later. By doing so, we help clients focus on creating a budget, getting out of debt, education planning, 401(k) allocations, and developing their ongoing savings plans.
As a St. Louis native, Dave graduated from St. Louis University and DeSmet High School. Dave & his wife, Pam, have two adult children and are the proud grandparents to two girls! When Dave is not hunting or playing golf, he and his wife enjoy worshiping and serving at the Crossing Church in Chesterfield.