Emily Welsh, FPQP®
Financial Paraplanner
As head of the Financial Planning Department, Emily engages with clients along with providing advice, analysis, recommendations, and meeting materials for advisors. She is FINRA Series 7 and 66 registered and holds the Financial Planner Qualified Paraplanner (FPQP) designation.
Emily earned a Bachelor’s Degree in Communication Studies and Spanish from Clemson University. Prior to joining the Commonwealth team, she discovered her love for finance while working at a small firm in Greenville, SC.
Emily loves having the opportunity to build meaningful relationships with clients and help them take control of their financial future. For her, financial planning is about more than numbers and reports, it's a deep dive into personal stories and the opportunity to influence lives in a profound way. In her role at Commonwealth, Emily loves the team-oriented atmosphere and enjoys working alongside such a dynamic and talented group of people.