Meet the Team
Dave Welty, CFP®
Direct: (425) 531-7324
Office: (425) 467-1011 Ext. 204
Passionate about helping people improve their financial lives
As the Founder and Managing Director of the firm, I have been fortunate to combine my entrepreneurial spirit and a passion for creating a world-class client experience into a rewarding career and business. I am proud to have assembled a dedicated team of professionals whose work has a positive and direct impact on people’s lives. But beyond that, I especially connect with the idea of helping clients understand how proper financial planning can help them achieve their life goals and executing a plan to achieve those goals. I liken the job to that of an air traffic controller, strategically coordinating best practices and allocating resources to bring those under Avier’s guidance to their desired futures without a lot of turbulence along the way.
READY TO GET STARTED
Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.