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

NAPFA Start Date

January 15, 2019

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This Office

858 Washington St Ste 100 Dedham, MA 02026-6099 Phone: (617) 209-2224