Jeremy Welch, CFP®
Senior Advisor, Managing Principal
“We began our relationship with Jeremy and the team at BEW over 20 years ago, and they’ve guided us through every stage of life since. Always available and consistently aligned with our best interests, their advice and stewardship have helped us maintain an active and successful financial plan that adapts as our wealth has grown. We trust them implicitly.”
-Catherine B., Board Director, Consumer and Ecommerce
About
As the Managing Principal of BEW, I have the privilege of leading our firm while also serving as a client-facing advisor. My role allows me to shape the strategic direction and culture of our company, but what I find most rewarding is witnessing, firsthand, the growth of our talented team members and the value we collectively bring to our clients.
I find wealth management fascinating. You can pinpoint the “right” financial solution, but if you can’t effectively communicate it to your client and inspire action, that solution is meaningless. Balancing technical know-how with interpersonal skills is a motivating challenge — so, when my advice connects and positively impacts people’s lives, it’s incredibly fulfilling.
Outside of work, I cherish spending time with my family and exploring the great outdoors. I have a wonderful wife, an 11-year-old son, and a 9-year-old daughter, and together we love to travel and embrace new adventures. Lately, my son has developed a passion for fishing, which has made my own hobby of discovering new fishing spots even more enjoyable — though I’m still working on getting my daughter hooked!
We strongly believe that memories are the most important possessions we can have. With our children growing up quickly, my wife and I are very mindful of how precious these years are before they start their own lives. We make it a point to seize every opportunity to create meaningful experiences together.
Education
- California Polytechnic State University – San Luis Obispo (Cal Poly), B.S. Business Administration, Dual Concentration in Finance and Accounting
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
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