PlanWell

Interview With Chris Walsh From Keystone Financial Partners


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Paul talks with Chris Walsh, a Certified Financial Planner, about financial planning and how a financial advisor can be a helpful tool. Chris has a passion for what he does and helps people all over the Triangle manage their finances. Chris also created 'Wealth Wise' which is a great tool for younger professionals to start investing.

“We started Wealth Wise in 2017 because professionals require different things out of their financial advisor to be successful. We offer financial planning that is transparent, collaborative and focused on issues relevant to you." - Chris Walsh

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PlanWellBy Paul Yokabitus