Broker Check

Mitch Walsh, MBA, CFP®

Financial Planner

Mitch Walsh is a Financial Planner at Rochester Wealth Management, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning, and executive benefits for both publicly- and privately-held companies.

As a Financial Planner, Mitch uses his array of experience to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance. He works closely with business owners to help pursue their financial goals and implement strategies to meet their distinctive needs.

EDUCATION
University of Michigan, BA
University of Illinois, MBA

PERSONAL DATA

Mitch is a graduate of University of Michigan with a BA in Economics and the University of Illinois where he received his MBA. He grew up in Rochester Hills, Michigan and currently resides in Clawson, Michigan with his wife, Kira, his golden retriever, Moose, and his cat, Weller.  He is a devoted Michigan Wolverines and Detroit Lions fan.  Mitch enjoys working with business owners.  As a business owner himself, he understands the importance of balancing investing in one’s business and building personal wealth outside of the business.

Meet My Team

Dan<br/>Gardner

Dan
Gardner

Financial
Planner

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Jeffrey<br/>Bearance

Jeffrey
Bearance

Office
Manager

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Emily<br/>Gasparovich

Emily
Gasparovich

Client Services and New Business Manager

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Lara<br/>Koundajian

Lara
Koundajian

Client Services & Operations Manager

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