My Approach

David Welton - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.


David Welton - My approach photo

Interests

Personal Finance

Family time

Outdoor Activities

Community Participation

Influencers global ministry - Men's ministry involved with discipleship. I assist with coordination of weekly and annual events.

Fellowship Bible Church Member.

9
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 11 reviews 100.0

Areas of Focus

  • Family Finances
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Charitable Giving
  • Retirement Planning Strategies

Education

  • B.A. Business/Finance from Texas Tech University 1999

Previous Experience

  • VP Finance/Operations Co-Owner GoPickle, March 2005- January 2008
  • Finance Team Leader Foxwood Group, Inc., November 2008-June 2010
  • GoPickle Signage, LLC., 2007- December 2010
  • Financial Advisor Wells Fargo, December 2010- September 2012
  • ProEquities, September 2012- September 2014

Files for Download

My Videos(10 videos)

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