Business Details
20 Years
experience
Your Trusted Insurance Partner in San Francisco
Founded in 2006, Walsh Carter & Associates has built a reputation for delivering tailored insurance solutions to commercial and individual clients. Our team of seasoned professionals combines boutique-style personalized service with the resources of a full-service brokerage, ensuring clients receive innovative coverage options that align with their unique needs. With decades of collective experience and partnerships with top-rated insurers, we specialize in property & casualty insurance, employee benefits, solar insurance, and surety bonds.Our approach emphasizes long-term relationships, strategic risk management, and a deep understanding of industry-specific challenges. Clients benefit from our expertise in navigating complex insurance landscapes, securing competitive rates, and providing ongoing support that adapts to evolving requirements. Headquartered in San Francisco, we serve clients across California and beyond, prioritizing transparency, responsiveness, and client-centric solutions.
Services
Property & Casualty Insurance
Employee Benefits
Solar Insurance
Surety Bonds
Commercial Insurance
Homeowners Insurance
Details
- Year established: 2006
Highlights and features
- We offer personalized insurance solutions tailored to your business needs.
- Our team has decades of experience in property & casualty insurance.
- We partner with top-rated national insurance companies for competitive options.
- Our client-centric approach prioritizes long-term relationships and strategic planning.
- We provide specialized coverage for niche markets like solar energy projects.
What people say
Very helpful and professional
Good coverage at reasonable price
Excellent customer service
Prompt responses and support
Highly recommend
Services
Property & Casualty Insurance
Protect your business assets with customized property & casualty insurance. Our consultants help navigate complex coverage options to ensure protection against theft, fire, accidents, and liability claims. We work with commercial clients to assess risks and implement policies that safeguard operations while balancing cost-effectiveness and comprehensive protection.
Employee Benefits
Design competitive employee benefits packages to attract and retain talent. We offer health insurance plans, retirement solutions, and executive benefits tailored to business size and industry needs. Our team provides compliance guidance, cost analysis, and technology integration to streamline benefits administration and enhance workforce satisfaction.
Solar Insurance
Specialized insurance for solar energy projects, including property damage coverage and business interruption protection. We address unique risks for developers and contractors with policies that cover installation, performance shortfalls, and revenue loss. Our expertise spans solar-specific liability and financial risk management solutions.
Surety Bonds
Secure project requirements with bid, performance, and payment bonds for contractors. We facilitate surety solutions that demonstrate financial reliability to clients while meeting regulatory standards. Our services include bond application assistance, risk assessment, and partnership with carriers to obtain competitive terms for construction and service providers.
People
Brendan Walsh
Principal
Co-founder with 25+ years in property & casualty insurance and estate planning. Former Northwestern Mutual advisor specializing in complex estate solutions. Holds a bachelor's degree from University of San Francisco and leadership roles in community organizations.
Greg Yu
Principal, Chief Financial Officer
Co-founder managing finance and accounting operations. 20+ years in insurance industry with expertise in financial planning and brokerage management. Graduated from California State University, Chico, and contributes to operational strategy and client financial security.
Jim Riley
Principal
Specializes in property & casualty and group benefits solutions for creative industries. 23 years with Visual Media Alliance prior to joining Walsh Carter in 2012. Leads client relations and leverages carrier networks to deliver customized insurance programs.
Questions
What types of insurance does Walsh Carter offer?
We provide property & casualty insurance, employee benefits, solar insurance, surety bonds, and customized commercial/personal insurance solutions.
How does Walsh Carter tailor insurance solutions?
Our team assesses your specific risks and business needs to create personalized coverage plans using partnerships with multiple top-rated insurers.
Do you serve clients outside San Francisco?
Yes, we serve clients across California including Menlo Park, Santa Clara, and Chula Vista, with nationwide insurance product access.
What industries do you specialize in?
We specialize in insurance for creative industries, solar energy, healthcare, and small to mid-sized businesses requiring complex risk management.
How do you handle claims assistance?
We provide ongoing support through the claims process, leveraging our carrier relationships to ensure timely and fair resolution of claims.
