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U.S. News: Bob Welch Featured in “How to Build a Balanced Retirement Portfolio”

Bob Welch

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Bob Welch, Senior Vice President and Financial Advisor at Wealth Enhancement was featured by U.S. News in an article titled, “How to Build a Balanced Retirement Portfolio.” 

"In a balanced portfolio, there is a place for every asset class. It simply comes down to what the investor is comfortable holding," he added. 

Access the full article written by Kate Stalter here.

Head shot of Bob Welch

Senior Vice President, Financial Advisor

Oakland, CA

Bob has over 15 years of experience in the financial services industry in the areas of retirement planning, portfolio management, and securities analysis. Bob currently works with clients ranging from 501(c) 3 charitable organizations, corporate pension plans, and affluent individual investors. He is well versed in overcoming the challenges necessary to implement and maintain a successful investment plan.

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Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.