DAVID M. WELCH, MBA, CFP®Independent Presenter and Financial Counselor
David Welch is an independent Presenter working with The PFE Group*. He is a practicing Certified Financial Planner™ practitioner and has conducted workshops nationally since 2015. David is the Principal of Fuller Brook Financial Partners, LLC, a registered investment adviser. David's practice is focused in two areas. He works with young individuals and couples to help them develop the financial habits that will lead to a lifetime of financial security. He also specializes in retirement planning, helping individuals and couples with cash flow management, investment advice and tax and estate planning for the next chapter in their lives.
David is a member of the Massachusetts chapter of the Financial Planning Association and has participated in their volunteer program to provide pro bono financial counseling and tax preparation assistance to members of the United States military.
David holds an M.B.A. in from the State University of New York at Albany and completed the Boston University certificate program in Financial Planning. As an Investment Adviser Representative of Fuller Brook Financial, LLC, David holds a series 65 license.
* Independent Presenters/Financial Counselors are contracted by PFE to deliver financial education only. Any and all financial counseling services provided for PFE and its clients is in a non-fiduciary capacity and should be considered general/educational only. It should not be considered financial planning, investment, tax or legal advice.