Freeman H. Welch, Cfp®

Freeman H. Welch, Cfp® Email and Phone Number

Managing Director at TSG Wealth Management @ TSG Wealth Management
Freeman H. Welch, Cfp®'s Location
Long Beach, California, United States, United States
Freeman H. Welch, Cfp®'s Contact Details

Freeman H. Welch, Cfp® personal email

n/a

Freeman H. Welch, Cfp® phone numbers

About Freeman H. Welch, Cfp®

This information is intended for use only by residents of AR, AZ, CA, CO, CT, FL, GA, ID, IL, MA, MO, NC, NJ, NV, NY, OH, OR, SC, TX, UT, VA, WA, and WI.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social.CA Insurance Producer License Number 0A83651. Resident State is California.Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Please contact me by e-mail freeman.welch@tsgwm.com or by phone, 562-414-0923. I cannot respond to messages through LinkedIn.

Freeman H. Welch, Cfp®'s Current Company Details
TSG Wealth Management

Tsg Wealth Management

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Managing Director at TSG Wealth Management
Freeman H. Welch, Cfp® Work Experience Details
  • Tsg Wealth Management
    Managing Director
    Tsg Wealth Management Oct 2019 - Present
    Long Beach, Ca
    I am proud to be affiliated with TSG Wealth Management. With over $10 billion dollars under management and 1,000+ years of combined investment planning experience as of 12/31/2023, working with TSG affords me the opportunity to meet my client's needs better than ever before. After over 40 years as a Financial Advisor and over 33 years as a Certified Financial Planner™ professional, I am proud to serve over 300 households and manage over $225,000,000 of client assets as of 05/1/2024. My clients are the best part about my practice and I count them as friends first. I am lucky to have dozens of multi-generational relationships with my clients and their parents, children, grandparents and other relatives.
    View
  • Wells Fargo Advisors
    Senior Vice President - Investment Officer
    Wells Fargo Advisors Oct 1988 - Oct 2019
    Long Beach, Ca
    View
  • California Basketball Officials Association - Long Beach Unit
    High School Basketball Referee
    California Basketball Officials Association - Long Beach Unit 1982 - Nov 2018
    Southern California
    For 36 years I refereed high school basketball for boys and girls games at all high school levels. I am proud to have worked playoff games in the CIF (California Interscholastic Federation) playoffs for over 15 years.
  • A.G. Edwards & Sons, Inc.
    Vice President
    A.G. Edwards & Sons, Inc. 1988 - 2007
    View
  • Newhard, Cook & Company, Inc.
    Vice President
    Newhard, Cook & Company, Inc. 1982 - 1988
  • The Federated Group
    Manager
    The Federated Group 1978 - 1982
  • University Stereo
    Manager
    University Stereo 1976 - 1978
  • Pacific Stereo
    Sales
    Pacific Stereo 1975 - 1976

Freeman H. Welch, Cfp® Skills

Retirement Planning Strategic Planning Public Speaking Customer Service Investments Investment Strategies Team Building Alternative Investments Social Media Nonprofits Fundraising Public Relations Event Planning Hedge Funds Program Development Community Outreach Volunteer Management Research Charitable Gift Planning Higher Education Grants Sales Leadership Management Teaching Grant Writing Investment Planning

Freeman H. Welch, Cfp® Education Details

  • College For Financial Planning
    College For Financial Planning
    Cfp Professional Education Program
  • University Of San Francisco
    University Of San Francisco
    Financial Planning And Investment Management
  • University Of Southern California
    University Of Southern California
    Journalism
  • Cal State Fullerton
    Cal State Fullerton
    Business - Journalism
  • Sunny Hills High School, Fullerton, Ca
    Sunny Hills High School, Fullerton, Ca

Frequently Asked Questions about Freeman H. Welch, Cfp®

What company does Freeman H. Welch, Cfp® work for?

Freeman H. Welch, Cfp® works for Tsg Wealth Management

What is Freeman H. Welch, Cfp®'s role at the current company?

Freeman H. Welch, Cfp®'s current role is Managing Director at TSG Wealth Management.

What is Freeman H. Welch, Cfp®'s email address?

Freeman H. Welch, Cfp®'s email address is fr****@****rds.com

What is Freeman H. Welch, Cfp®'s direct phone number?

Freeman H. Welch, Cfp®'s direct phone number is (562)-596*****

What schools did Freeman H. Welch, Cfp® attend?

Freeman H. Welch, Cfp® attended College For Financial Planning, University Of San Francisco, University Of Southern California, Cal State Fullerton, Sunny Hills High School, Fullerton, Ca.

What are some of Freeman H. Welch, Cfp®'s interests?

Freeman H. Welch, Cfp® has interest in Civil Rights And Social Action.

What skills is Freeman H. Welch, Cfp® known for?

Freeman H. Welch, Cfp® has skills like Retirement Planning, Strategic Planning, Public Speaking, Customer Service, Investments, Investment Strategies, Team Building, Alternative Investments, Social Media, Nonprofits, Fundraising, Public Relations.

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