David Welty

Managing Director at Avier Wealth Advisors in WA

About

Primary responsibility is to guide the firm's mission and act as the Air Traffic Controller for a team of financial experts who are able to help in an array of investment areas such as Financial Planning, Corporate Stock Option Planning and Concentrated Stock Positions. Veteran planner knowledgeable about portfolio structure, best practices, estate, tax and insurance planning.

Contact
Click for phone number
(425) 467-1011
Address
10655 NE 4th Street Suite 508
Info
None specified

Reviews

Peer Endorsements

Best Answers

David Welty has not answered any questions.

Credentials

Certifications

Certified Financial Planner ®