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Upper Left Tech

One Step Back, Two Steps Forward

When Janice Francisco, Chief of Staff and Senior Director of Microsoft philanthropies, was initially presented with her job offer 20+ years ago, her initial response was, “That’s not enough money.” Little did she know, it was an entry into a job, a company, and a life’s purpose that she was meant for. This content is for […]

Dave Welty, CFP® | December 5, 2019

How a Crossroads Moment Led to Finding Work Life’s Meaning

In business school, Kunal Chopra, the Chief Executive Officer of etailz and a former General Manager at Microsoft and Amazon,  found himself at a crossroads moment. He had originally planned on getting an MBA to make the career transition from engineering into finance but then found out that finance was not a fit. He was struggling […]

Dave Welty, CFP® | December 5, 2019

Putting the Good Back into Goodnews Bay

Dave Welty talks about his recent fishing trip to Goodnews Bay in Alaska and the devastating effects of global warming he witnessed. This caused him to focus his practice on educating others about investing in line with their heart, soul, conscience, and core values. This content is for illustrative purposes only. Individual situations may vary. […]

Dave Welty, CFP® | November 15, 2019

Welcome to Upper Left Tech

We’re looking to explore the perspective of tech executives in the Pacific Northwest and beyond on meaning, purpose and career fulfillment. Our podcast, hosted by the Avier Wealth team, will be a laid back and down to earth discussion that will inspire listeners to reach higher meaning in their work and personal lives. This content […]

Dave Welty, CFP® | October 18, 2019

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