David Walsh, JD, Cfp®
About David Walsh, JD, Cfp®
David Walsh is a Wealth Manager at Creative Planning, Inc. in Overland Park, Kansas, specializing in fiduciary investment management and financial planning, with a background as an attorney and military officer.
Work at Creative Planning
David Walsh serves as a Wealth Manager at Creative Planning, Inc., a position he has held since 2020. Creative Planning is recognized as the #1 Independent Wealth Management Firm in America by Barron’s in 2017. The firm manages over $75.6 billion for clients across all 50 states as of March 31, 2021. In his role, Walsh specializes in fiduciary investment management, financial planning, retirement planning, trust and tax planning, and business succession planning.
Education and Expertise
David Walsh earned a Bachelor of Science degree from the University of Notre Dame, completing his studies from 1994 to 1998. He then attended Notre Dame Law School, where he achieved his Doctor of Law (JD) degree from 1999 to 2001. His educational background provides a strong foundation for his expertise in fiduciary investment management and financial planning.
Background
David Walsh has a diverse professional background. He worked as an attorney at Husch Blackwell from 2006 to 2011, focusing on corporate and M&A law. Following this, he served as a Fiduciary Wealth Advisor at Sunrise Advisors from 2011 to 2020. Additionally, he has been a Business and Trust Attorney at Heritage Estate & Legal Planning LLC since 2012. Walsh also has military experience, having served as a Captain in the U.S. Air Force JAG Corps from 2002 to 2006.
Achievements
David Walsh was awarded Distinguished Graduate honors from the Commissioned Officers Training in the Air Force Judge Advocate General's Corps. This recognition highlights his commitment and performance during his military service. His professional journey reflects a consistent focus on law and financial management, contributing to his qualifications as a wealth manager.