Jeremy Welch
CFP®
Burton Enright Welch
Senior Advisor, Managing Principal
Jeremy Welch
CFP®
Burton Enright Welch
Senior Advisor, Managing Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeremy Welch, CFP®
Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country
Jeremy Welch is a Walnut Creek, CA fee-only financial advisor serving clients locally and across the country. Burton Enright Welch provides comprehensive financial planning, investment management, and retirement plan services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Welch is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jeremy Welch is a Senior Financial Advisor and Managing Director at Burton Enright Welch
What Do You Love Most About Being Part Of Burton Enright Welch?
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.
What Quality Of Yours Makes You Best-Suited To What You Do?
My ability to look at the big picture and still focus on the small details that actually get things done.
What Do You Enjoy Most About Financial Planning?
Watching people become less stressed about their finances which ultimately leads them to make better decisions.
What's The Biggest Challenge?
Taking complex subject matters and explaining them in a way that doesn't require someone to be an expert in acronyms.
How Should People Think About Their Wealth
As a means to an end.
What Professional Accomplishment Are You Most Proud Of?
Taking the time and energy to attain my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
What Would You Be Doing If You Weren't Working At Burton Enright Welch?
Building something with my hands.
What Do You Love To Do Outside Of Work?
Being outdoors and helping my wife raise our growing family.
What Personal Accomplishment Are You Most Proud Of?
Hiking to the bottom (and back to the top!) of the Grand Canyon and The Great Wall in the same year.
What Was The Most Influential Book You’ve Read And Why?
How Full is Your Bucket? by Tom Rath. Quick read and a great reminder to focus on the positive in others.
What Is Your Favorite Quote And Why?
"Never underestimate the ability of the human mind to rationalize."
-Unknown
Education & Accreditations
-California Polytechnic State University - San Luis Obispo (Cal Poly), B.S. Business Administration, Dual Concentration in Finance and Accounting
-CERTIFIED FINANCIAL PLANNER™ (CFP®)
Burton Enright Welch is an fee-only financial planning and investment management firm in Walnut Creek. Over the past three decades, we have remained focused on delivering our clients a high level of service. We encourage frequent communication, full financial engagement, and deep familiarity with goals and concerns. As planners, we embrace complexity; often, our most valuable advice goes beyond investments. Your portfolio is a means to an end: fulfilling your life's objectives. Having a plan and monitoring its progress is crucial to your success.
We offer the following services: Financial Planning, Investment Management, and Retirement Plan Services.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jeremy Welch is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jeremy Welch is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jeremy Welch is Quoted on Business Insider: "Burton Enright Welch Named a Top 300 Registered Investment Adviser by the Financial Times"
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Jeremy Welch is Quoted in the San Francisco Business Times: "What Bay Area wealth managers are telling their richest clients"
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Burton Enright Welch Named one of the Bay Area's top 50 largest wealth management firms in the San Francisco Business Times
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Financial Advisor Magazine Ranks Burton Enright Welch Top 50 Fastest Growing Firms 2017
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Burton Enright Welch Named to Financial Times Top 300 Financial Advisers 2019
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Burton Enright Welch Named to Financial Times Top 300 Financial Advisers for 2018
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Burton Enright Welch Named to Financial Times Top 300 Financial Advisers for 2017
Contact Jeremy Welch
Office Locations:
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1850 Mt Diablo Blvd
#335
Walnut Creek, CA 94596
