Robert Walsh

Founder and Shareholder
CPA/PFS CFP®, CRPC®, CDFA®

Robert Walsh founded Lighthouse Financial Advisors in 1999. Robert’s career is dedicated to helping clients by delivering the highest quality tax advice, investment management, financial planning and coaching and to help each client achieve their financial goals.

Contact

Lighthouse Financial Advisors

3 Harding Rd Suite B
Red Bank, NJ 07701

P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com

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Disclosures

Client Relationship Summary – Form CRS
Firm Brochure – Form ADV 2A

Recent Posts

Housing Decisions in a Changing Financial Environment

The Importance of Tax Planning Now vs April 2027 – 2026 New 401k Rules

The Rigamarole of Staying Organized for Tax Season

Why Account Consolidation Matters More Than You Think

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R),
Certified Financial Planner™ and CFP(R) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements

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