Tricia Welsh, CFP®
Tricia Welsh, CFP®
I’m a believer in doing the right thing. If I know that I’m helping someone through my work, then I will do it. My money philosophy is that at some point, “enough is enough” and many of my clients have arrived at the same conclusion by identifying the real priorities in their lives. I know that when I make a positive difference in someone’s life, it makes me feel good.
Much of my work is with people who are getting divorced. I also help couples with retirement and other future planning. There are plenty of opportunities for me to help people get on a path to “better”.
I’ve been a financial planner and advisor for a long time, but I’ve never been affiliated with a team like Beck Bode – probably because there are few firms like this. Here, there are no gimmicks. The investment methodology is intentionally straightforward, fully transparent and easy to understand. By nature, I’m a skeptic. When I first learned about how Beck Bode invests, I had to go do my own research to believe it. ‘Conventional’ investment management lacks the commonsense philosophy we embrace here.
We are a boutique firm with a very defined thought process, and incredible client support. I have not experienced a work environment where help is so easily and generously given. It’s the kind of place where the support team is both highly energetic and incredibly thoughtful. They’re always thinking one or two steps ahead, which never ceases to amaze and delight me.
What else? I’m a very recent empty nester, I’ve worked on Wall Street, I’ve been a reporter, and I even learned how to fly in my 20’s, at a time when I needed to prove something to myself. So I tell everybody, “Who knows where you’re going to end up? Just enjoy where the journey takes you.”
Credentials and Other Trivia
- MBA in Finance, NYU Stern School of Business, New York, NY
- Bachelor of Fine Arts, Pratt Institute, Brooklyn, NY
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certificate in Financial Planning, Boston University
- Member of the Financial Planning Association (FPA)
- Member of The National Association of Personal Financial Advisors (NAPFA)
- Private Pilot’s license