Bob Welch
Senior Vice President, Financial Advisor
Office Information
Contact Bob
Team Office
Bob’s Locations
Oakland, CA 94612 (415) 989-0100
About Bob
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.
Bob enjoys the personal relationships he has with his clients and gets great satisfaction knowing their financial needs are being met. Outside of work, Bob is active in the community and has volunteered with many local charities. He is an avid golfer, and when not in the office, Bob most enjoys spending time with his wife and young daughter.
Bob has been featured in numerous national publications, including:
- USA Today: What Are Required Minimum Distributions
- Kiplinger: The Pros’ Investment Strategies for Today’s Market
- U.S. News & World Report: How to Build a Balanced Retirement Portfolio
Education
- MBA, Babson College
- BA, University of San Francisco
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Newsroom and Resources
View AllBest S&P 500 Funds for 2025
U.S. News: Bob Welch Featured in “How to Build a Balanced Retirement Portfolio”
Kiplinger: Bob Welch Featured in “The Pros’ Investment Strategies for Today’s Market”
USA Today: Bob Welch Quoted in “What Are Required Minimum Distributions?”
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