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John Welsh,
Financial Advisor
John’s areas of expertise include comprehensive fee-based financial planning, investment strategies, retirement strategies and pre-retiree budgeting. The focus of his work is to provide comprehensive financial planning for medical professionals and entrepreneurs. He is FINRA Series 7 and 66 registered.
John earned a Bachelor’s Degree in Health Science with a minor in Entrepreneurship from Clemson University. Before working in financial services, he worked for startups in the software industry.
For John, the best, most rewarding aspect of his job is helping clients align their money with what they care about. Collaborating with the Commonwealth team energizes John to help his clients reach their financial and life goals.