About Your Financial Advisor Stephen B. Walsh CFP, founder,Walsh Financial Services, has been active in Financial Services since
1980. He lives in Bakersfield, CA with his wife, two daugters, a son, and a grandson. Mr Walsh started his career in 1980 when Congress first allowed the tax deferral of interest on annuities. For four years he promoted tax deferred retirement plans. He then spent 6 years with IDS/American Express as a Financial Planner and Field Trainer.During that time he finished the CFP program in 1989 through the College for Financial Planning. Charles Schwab recruited Mr. Walsh to be one of the beginning group of what now is Schwab Institutional Services where he managegd securities portfolios for eight years as a Registered Investment Advisor.
We specialize in Retirement Income Generation and safely increasing that income, Income Tax planning and reduction, IRA and 401K transfers and rollovers conversion to guaranteed monthly income for life, Home Equity Conversion Mortgages, Pre-Retirement Planning,Personalized Retirement Income Design, Estate Planning , Legal Plans with Living Trusts to avoid probate and conservatorships, Life Insurance, and Veterans Pension Benefits planning.