Stephanie A. Walsh
CLU®, ChFC®, CASL®
Stephanie Walsh has significant financial services experience, having been affiliated with the AXA Equitable organization for 30 years. A Registered Representative, she is the Past President of NAIFA (National Association of Insurance and Financial Professionals) Greater Philadelphia, winning its highest honor, the President’s Cup, and is also a past Executive Committee member of NAIFA Pennsylvania.
She is a partner in Walsh Associates, with her Dad, Bill and her brother, Matt, in Wayne, PA. Her areas of expertise include small business planning for owners, retirement planning, asset preservation and education planning. Stephanie has strong academic credentials, having earned a B.A. from Boston University, and three designations from the American College. Ms. Walsh holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®) designations.
Stephanie served as a member The American College’s Alumni Association board from 2007 - 2012.
In her spare time, Ms. Walsh is president of the Colonials 1776 Masters Swim Team and has personally earned national championship recognition in several events. She also enjoys travel, gardening and photography.
She is active in the Cursillo Movement of the Archdiocese of Philadelphia and St. Katharine of Siena Parish in Wayne, Pennsylvania. She has two sons, Christopher and Stephen, five grandchildren , and live s in Valley Forge, Pennsylvania.