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!
Address
6700 E Pacific Coast Hwy. Ste 170 in Long Beach, CA 90803Info
Year started:
1982
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Peer Endorsements
Best Answers
Freeman Welch has not answered any questions.
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.
