Joe Walsh is a CERTIFIED FINANCIAL PLANNER ™ and Partner at Beacon Wealth Advisors. He has been in the financial industry for over 25 years, and his areas of expertise include goal, time, and risk-based investment management, retirement income planning and holistic financial planning. Joe began working as a Financial Advisor at LPL starting in 2016. Prior to LPL, Joe’s career was spent as a Senior Vice President at Fidelity Investments. The first half of Joe’s tenure at Fidelity were spent assisting Fidelity’s retail customers in multiple Fidelity Investor Centers, providing direct, face-to-face guidance about Fidelity’s products and services. The second half of Joe’s career with Fidelity focused on Fidelity’s Institutional business. In this role, Joe partnered with top financial advisors and RIAs in New England to provide Fidelity’s thought leadership, investment solutions, and value added resources to the advisor community and their clients. Prior to joining Fidelity, Joe graduated from Providence College in Providence, RI.
Joe lives in Lexington, MA with his wife Courtney, two teenage daughters and two grade school aged step-sons. Joe and his family enjoy all youth sports (both participating and coaching), practicing Yoga (Courtney is a Certified Yoga Instructor), surfing, golfing and spending time in Newport, RI when they can.
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