Brian Walsh Sr., CLU, ChFC, CF2

About Brian Walsh Sr., CLU, ChFC

Brian cofounded Walsh & Nicholson Financial
Group in 1991 and has over 30 years of experience
advising individuals and businesses in the
areas of Wealth Management, Estate Planning,
Retirement Planning, and Insurance Services.
In addition to holding FINRA Series 7, 6, 63,
24, and 65 securities licenses and insurance
licenses for Life, Health, Disability Income and
Fixed Annuities, Brian is also a Chartered Life
Underwriter (CLU), Chartered Financial Consultant
(ChFC), and Registered Financial Consultant
(RFC).
Brian is deeply engaged in both professional
and charitable organizations. He is a Top of the
Table member of the Million Dollar Round Table
(MDRT), the premier membership organization
for financial services professionals, and he serves
as a trustee on the MDRT Foundation Board. In
2005, Brian addressed more than 9,000 people
at the MDRT Annual Meeting, sharing his experiences
dealing with a devastating personal tragedy
and moving on with a zest for life and passion
for giving back to his community.
Brian chairs the Service and Technology Committee
for Ameritas Investment Corp, and previously
served as chairman of the Field Advisory
Cabinet of Union Central Life. He is a past president
of NAIFA Greater Philadelphia and was inducted
into its Hall of Fame in 2006. He also received
NAIFA/GP’s prestigious President’s Cup.
Two areas of service are particularly important
to Brian: finding a cure for juvenile diabetes
and supporting firefighters. He was President of
the Eastern Pennsylvania Chapter of the Juvenile
Diabetes Research Foundation and currently
serves as the Nominating Committee chair. He is
also a life member of Levittown (PA) Fire Company
#2 and a trustee for the Lower Merion Fireman’s
Relief Association.
Brian resides in Haverford, Pennsylvania, with
his wife, Mary Ann. They have three children:
Brian, Matthew, and Kathryn.