Brent Welch's Qualifications
Brent Welch
CFP®, ChFC, Managing Member
Brent started as a financial planner in 1984 and is founder and Managing Member of Welshire Capital, LLC, a firm specializing in private wealth management, retirement and estate planning. He’s past-president of The International Forum, past-board member for the AALU, a 17 year MDRT member and an 8 year TOT member.
Education:
University of Wisconsin-La Crosse 1980 – 1984, Finance Major (not graduated) Capernwray Bible School in Carnforth, LANCS, England (1984 - certificate in Bible)
College of Financial Planning, Denver, CO (Certified Financial Planner® – 1990)
American College, Bryn Mawr, PA (Chartered Life Underwriter – 1991)
American College, Bryn Mawr, PA (Chartered Financial Consultant – 1992) Accredited Investment Fiduciary ® (AIF ®) - 2011
Author:
1. Thinking Beyond Traditional Retirement and Estate Planning (Self Published 2000)
2. The Family Wealth Control Program (Self Published 2002)
3. Plan Construction, Practice Standards and Ethics (For The Singapore College of Insurance (ChFC program 2003)
4. Giving: Philanthropy for Everyone (Contributing author – Quantum Press 2003)
5. Values-Based Financial Planning (Brent wrote the foreword only – Aim High 2007)
Speaker Highlights:
• MDRT – 1st Timer’s Speaker - 1988
• Singapore College of Insurance – 3rd Annual Financial Planning Conference, 2002
• AIA Sales Congress – Singapore, 2003
• AIG, Kuala Lumpur, Malaysia, 2003
• WI state NAIFA convention, 2007
• PEAK – Practice of the Year – 2007
• Main Street Securities National Convention, 2008
Brent has been married since 1986 and has three children. Brent is passionate about his faith, family and having fun with his friends. He enjoys helping others be even more successful.
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