Pathway Financial Advisors
Consultant: Rebecca Walsh, Wealth Manager
Address: 110 Main Street, Suite 401, Burlington, VT 05401
Phone: 866.317.9090
Fax: 866.336.9578
email: RWalsh@pathwayadvisors.com
Website: www.PathwayAdvisors.com
Pathway Financial Advisors, LLC
Your Best Interests. Our First Priority.
Pathway Financial Advisors has been serving individuals, families, and businesses nationally since 2000. We manage clients’ investments and provide project-based financial planning. Pathway is a Registered Investment Advisors (RIA) with the SEC.
Pathway’s compensation model is based solely on client service, not product sales (fee-only).
Services
Services include: financial planning, investment management, estate planning, tax planning, risk management, legacy/philanthropy planning, and personal CFO services.
Qualifications
Ms. Walsh’s areas of expertise include:
- helping self-employed individuals make informed financial decisions as they transition into retirement.
- guiding young professionals who have substantial graduate school or medical school debt as they look to start out on the right foot.
Background
- Investment Advisor Representative (IAR) in Vermont
- Certified Financial Planner™ certification, expected December 2012
- Boston University: Certificate in Financial Planning
- University of Michigan: Master of Arts degree in Musicology
- Saint Mary’s College, Notre Dame, IN: Bachelor of Arts degree in Music
- Board of Directors, Vermont Youth Orchestra Association
- Member, Women Business Owners’ Network
- Member, Girl Scouts Alumnae Association
