Our Team People first. Finances second.

Chris Walsh - CFP®
Partner & Wealth Advisor

As a wealth advisor at Pathfinder Wealth Consulting, Chris helps successful individuals make better decisions with their money. He is passionate about financial planning and truly enjoys guiding clients through complex financial matters to fuel their life passions. Chris started his financial planning career in 2006 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2012.

As part of Pathfinder’s acquisition of Keystone Financial Partners, Chris became a partner of the combined firm in January 2023. After nearly 13 years of commitment to Keystone, this was the natural next step in Chris’s career, and he looks forward to leading the focus of continued excellence in client service for the growing firm.

Born and raised in the Hudson Valley region of New York just north of New York City, Chris moved to Raleigh in 2010 with his wife, Lauren, where they are raising two beautiful daughters: Aubrey and Ella. When he’s not keeping up on financial news or meeting with clients, you can find Chris checking out local breweries with friends, hitting the golf course, taking trips to the beach, or spending time with his family.

Professional Certifications, Licenses, and Designations:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • North Carolina Life Insurance Agent
  • North Carolina Accident & Health or Sickness Agent

Professional Affiliations:

  • Financial Planning Association

Community Affiliations:

  • Capital City Clauses, Board Member (2000-Present)
Chris and Wife
Chris Christmas Daughters
Chris and Daughters

Your Pathfinder Team In Cary

About Chris
Chris Walsh
Partner & Wealth Advisor
CFP®
About Jim
Jim Trull
Founder of Keystone Financial Partners
CFP®
About Alex
Alex Greer
Financial Planning Associate
CFP®
About Karen
Karen Brock
Financial Planning Associate
CFP®
About Stephen
Stephen Neubig
Client Services Associate

Your Pathfinder Team In Wilmington

About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
About Jason
Jason T. Wheeler
CEO and Wealth Advisor
CFP®, AIF®, CLU®, ChFC®
About John
John B. Zachary
Partner and Wealth Advisor
CFP®, CRC®
About Maggie
Maggie Ernst
Client Services Manager
About Katie
Katie Ann Henderson
Marketing Director
About John
John Lohse
Portfolio Analyst
CFA®
About Ross
Ross Allen
Associate Wealth Advisor
CFP®, EA, ATFA
About Pantelis
Pantelis Miliotis
Associate Wealth Advisor
CFP®
About Chad
Chad Slate
Associate Wealth Advisor
AIF®
About Davis
Davis Byrd
Financial Planning Associate
About Lindsay
Lindsay Wright
Client Experience Coordinator