Tricia Welsh (CFP®)

Tricia Welsh focuses in the
following client markets or areas of practice:
- Charitable Giving
- Divorce Planning
- High Net Worth Client Needs
- Hourly
- Socially Responsible Investments
- Women's Financial Planning Issues
- Charitable Giving
- Divorce Planning
- High Net Worth Client Needs
- Hourly
- Socially Responsible Investments
- Women's Financial Planning Issues
NAPFA Start Date
January 15, 2019