Dave Welty (CFP®)
Dave Welty focuses in the
following client markets or areas of practice:
- Corporate Executives
- Medical Professionals
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Women's Financial Planning Issues
- Corporate Executives
- Medical Professionals
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Microsoft Corporate Benefits, Comprehensive Financial Planning, Concentrated Stock Positions, Stock Options, Retirement Planning, Retirement Spending Strategies, Social Security Planning, and College Education Planning
Additional Information
With over 20 years of experience in the industry, Dave Welty leads a team of advisors and support staff who diligently take care of client needs. Members of the office are credentialed and are skilled in both investment management and financial planning. To chat with Dave or someone on his team call: 425.467.1011 or 888-200-7759
NAPFA Start Date
May 28, 2014