Your Financial Planning Team
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Your Financial Planning Team
Brendan Walsh brings over 25 years of experience in the financial services industry. He got his start in financial services with a small family company in 1994 where he learned an enormous amount about how personal finance and tax law works. After several years, he left that firm for a big broker-dealer where he also learned a lot– about what not to do. When the Global Financial Crisis hit in 2008, he realized much of what the broker-dealer had been training him to do for his clients had the broker dealer’s interests at the forefront. This lead down a path of research that concluded with his realization that to truly represent the best interest of his clients, he needed to separate from the broker-dealer. Thus Quantum Leap Capital was born in 2013.
Our team brings over forty years of industry experience to the service we provide our clients.
Check us out.
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Brendan Walsh
Certified Financial Planner, Chartered Life Underwriter, Enrolled Agent