Jeremy Welch, CFP®

Senior Advisor, Managing Principal

 
  • Two things:

    The team we have built here at Burton Enright Welch to serve our clients.

    The fact that we are truly independent. We own the firm and the advice we give clients, not some other disinterested third party that has never met our clients.

  • My ability to look at the big picture and still focus on the small details that actually get things done.

  • Being outdoors and helping my wife raise our growing family.

  • Taking the time and energy to attain my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

  • Taking complex subject matters and explaining them in a way that doesn't require someone to be an expert in acronyms.

  • How Full is Your Bucket? by Tom Rath. Quick read and a great reminder to focus on the positive in others.

  • "Don’t find fault, find a remedy."

    -Henry Ford

  • -California Polytechnic State University - San Luis Obispo (Cal Poly), B.S. Business Administration, Dual Concentration in Finance and Accounting

    -CERTIFIED FINANCIAL PLANNER™ (CFP®)