Chris Walsh - Kingsview Partners is a financial planner in Payson, Arizona. Chris Walsh operates his independent Kingsview Partners practice there, working as a partner and wealth manager. He entered the wealth management industry in 2012 and brings more than a decade of industry experience to the role. He earned a BA in English from CSU Sacramento and is originally from Arlington, Texas. His practice covers estate planning, including professional trustee services, trust administration, life insurance trusts and asset protection; financial planning, including goals analysis, budget and cashflow planning, debt management, 529 plans and Coverdell education savings; retirement planning, including Social Security income planning, retirement income and cash flow, investment allocations, and legacy and estate planning; tax planning, including individual and business tax planning, tax loss harvesting and tax efficiency analysis; insurance planning, including life, disability and long-term care insurance; business planning, including 401(k), 403(b), 457(b), defined benefit, cash balance, profit sharing, SEP IRA, Simple IRA and Solo 401k plans; and investment management across equities, fixed income, mutual funds, ETFs, managed accounts and alternative investments.
Before wealth management, Chris spent more than 10 years at Logitech and Polycom in Silicon Valley before launching his own technology services firm, then moved to Northern Arizona and worked in the home renovation space. He has invested since age 18 and works with clients of all experience levels, from beginners to seasoned investors, helping them understand how markets work and how investing can build long-term comfortability. He lives in Payson with his wife, Maureen; they have opened their home to teens in need of guidance and stay connected to those they have mentored. Outside the office he competes in full-contact medieval combat.
The office sits on West Frontier Street in Payson, about 0.1 miles from Banner Health Clinic and Banner Payson Medical Center, 0.2 miles from the Payson Post Office and South Beeline Highway, and roughly 0.6 miles from the Payson-Show Low Highway and the Payson Fire Station.
Chris Walsh works with clients of all experience levels in Payson, pairing a decade-plus of industry experience with a teaching-first approach to investing.
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