Freeman Welch

Financial Adviser at Wells Fargo Advisors, Llc in Long Beach, CA

About

I have held the Certified Financial Planner Designation, CFP, since 1990 and have been a financial services professional since 1982. I manage in excess of $190 million dollars for over 400 families and my practice has a focus on "Mr. and Mrs. Next Door". Additionally, I am proud to have served as a Board Member for WomenShelter of Long Beach for over 17 years and have been a high school basketball referee for over 30 years. I have a wife and two sons and have been a Long Beach resident for over 40 years. Let's chat soon!

Contact
Click for phone number
(562) 596-9919
Click for fax number
(562) 430-9295
Address
6700 E Pacific Coast Hwy. Ste 170 in Long Beach, CA 90803
Info
Year started: 1982

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 7

Certifications

Certified Financial Planner, CFP

Accomplishments

Awards

Five Star Wealth Manager
Fove Star Wealth Manger
Broker Hall of Fame

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.