SF_Oppenheimer_Profile_1222_Layout 1 12 / 2 / 22 3 : 48 PM Page 1 profile by MADELEINE MACCAR | photography by ALISON DUNLAP Walshnotes that Marinis is also licensed to do long - term care planning , which he says is a hot - button issue since people are living longer than ever . “ Long - term care is critically important to a financial plan , for the middle class particularly , ” he says . “ I’ve seen it all too often : A husband or Planning for wife passes , and then the surviving spouse needs care , which is very , very expensive . If you start planning for that in your 50s or 60s , it takes a lot of pressure off your family . ” Walsh has been in the industry long enough the Future toknow that as times change , so does the value of a dollar . That was a significant motivator when he decided to approach portfolio management from arrayof storms and withstood the ebb and flow Brian Walsh and the a no - minimums angle — a departure from most of financial trends and patterns for 140 years . team at Oppenheimer’s firms ’ policy of demanding at least a $ 500,000 Thatwisdom is how Walsh helps clients plan for Haddon Township investmentbefore taking on new clients . the future , whether they’re closing in on their “ I’m willing to work with almost anybody if retirement years or building college funds for branch bring a wealth of they’re looking to invest and are open - minded , their children . experience to helping and I will teach them what they need to do , ” he Experience isn’t the only thing on Oppen - explains . “ It’s a whole different world in terms of heimer’sside : Walsh says the welcoming family clients of all kinds with what was a lot of money 40 years ago versus feel at the firm is an asset in its own right . their financial planning . now . … I’ve been doing this for so long that I’ve “ Irene Louie has been my personal assis - often found it’s not about the money , it’s about tant and has been at Oppenheimer for over 20 inancial planning is more than asset making the right decisions for your clients . years , ” he notes , adding that she brings a sense allocation , managing stock market risk Adapting to make sure my clients ’ needs are of genuine hospitality to the office . “ She is my Ffactors and retirement savings . For Brian being met is what it’s all about . ” front line of communication with my clients . Walsh , it’s about the clients . He works with numerous other investment She’s extremely professional and just a very “ The relationships with clients is the best firms and financial planning institutions , so a pleasantperson to work with . ” part of the job , ” he says . client who already has accounts with the likes of Working with his daughter also adds to the Walsh , a longtime Medford resident who Vanguard , Fidelity and Blackrock can work with familial warmth and expert financial guidance raised his three children there , has been in finan - Oppenheimer’s “ open architecture that allows one can expect from Oppenheimer’s Haddon cial planning for more than 40 years , and has us to custom - design portfolios . ” It also helps Townshipbranch . Kristin Marinis , a CERTIFIED ™ beenwith The Walsh Group of Oppenheimer & Walsh further customize a client’s portfolio of FINANCIAL PLANNER , joined her father in Co . Inc . since 1998 , where he’s currently a man - investmentsaccording to their goals . 2012 after she enrolled in the Oppenheimer aging director . Oppenheimer itself is a well - Andfor those clients coming to him with no training program upon receiving her finance known name in the financial sector , and with ideawhere to start , Walsh is more than capable degreefrom the University of Scranton . good reason : It’s been helping people plan for of helping even the most fiscally flustered “ It’s phenomenal teaching your daughter the future since 1881 , making it one of the oldest clients find their footing . That starts with a con - about the business knowing that she will , in firms in the country . And with offices in New York versation as he learns their plans and personal - time , take over the business , ” says Walsh . “ It City , London , Tel Aviv and Hong Kong , its reach ities to best gauge things like their financial was a perfect fit . The work she does can be very is as far - ranging as its perspective . position and capacity for calculated risk . detailed , and the benefit to clients is that it’s That means Walsh draws upon the acumen “ We’llhave one or two appointments where easier to develop a portfolio strategy once you of a financial institution that has weathered an I teach them how to invest , ” he says . “ As they havea completed financial plan . ” learn and understand , then we can plug in the investments that will help meet their needs . We’re looking to customize their portfolios and create the proper asset allocation with no in - house bias of products . ” Taking the time to make sure he’s helping clients develop a deeply personalized portfolio while fostering a close relationship with them is , he believes , why his clients refer him to their friends and family . “ Every referral is a compliment , ” he says . “ I do get a lot of referrals and I’m hoping it’s because I do a good job and I am completely honest in the way I present information to my clients . ” ? The Walsh Group of Oppenheimer & Co . Inc . 222 Haddon Ave . , Suite 301 , Haddon Township ( 856 ) 858 - 1043 | Oppenheimer.com / TheWalshGroup SUBURBANFAMILYMAG.COM volume 13 issue 7 SUBURBAN FAMILY 15