Tricia Welsh, CFP®

Tricia Welsh, CFP®

Financial Advisor

I’m a believer in doing the right thing. If I know that if I can help 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.

Much of my work is with people who are going through big life changes like getting divorced, losing a spouse or coming into a sudden inheritance. When situations like these arise, I help my clients find clarity with their financial situation. 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 nearly 20 years, but I’ve never been affiliated with a team like Beck Bode. We are a boutique firm with a defined thought process, and incredible client support.  Our investment methodology is intentionally straightforward, fully transparent and easy to understand. ‘Conventional’ investment management lacks the commonsense philosophy we embrace here.

What else? I started my career working as a trader on Wall Street and moved to Fortune Magazine as a financial reporter.  I decided to pursue a pilot’s license in my 20s because I used to dream about flying. 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 National Association of Personal Financial Advisors (NAPFA)
  • Member of Financial Planning Association (FPA)
  • Private Pilot’s license