Freeman Welch Location

Long Beach, CA, US

Freeman Welch Work

  • 2019 - now  Managing Director @ TSG Wealth Management
  • 1988 - 2019 Senior Vice President - Investment Officer @ Wells Fargo
  • 1982 - 2018 High School Basketball Referee @ California Basketball Officials Association - Long Beach Unit
  • 1988 - 2007 Vice President @ A.G. Edwards & Sons, Inc.
  • 1982 - 1988 Vice President @ Newhard, Cook & Company, Inc.
  • 1978 - 1982 Manager @ The Federated Group
  • 1976 - 1978 Manager @ University Stereo
  • 1975 - 1976 Sales @ Pacific Stereo

Freeman Welch Education

  • College for Financial Planning

    CFP (CFP Professional Education Program)

    1988 - 1990
  • University of San Francisco

    CFP (Financial Planning and Investment Management)

    1988 - 1990
  • University of Southern California

    BA (Journalism)

    1974 - 1975
  • Cal State Fullerton

    (Business - Journalism)

    1971 - 1974
  • Sunny Hills High School, Fullerton, CA

    1967 - 1971

Freeman Welch Skills

  • Retirement Planning
  • Strategic Planning
  • Public Speaking
  • Customer Service
  • Investments
  • Investment Strategies
  • Team Building
  • Alternative Investments
  • Social Media
  • Nonprofits

Freeman Welch Summary

Freeman Welch, based in Long Beach, CA, US, is currently a Managing Director at TSG Wealth Management. Freeman Welch brings experience from previous roles at Wells Fargo Advisors, California Basketball Officials Association - Long Beach Unit, A.G. Edwards & Sons, Inc. and Newhard, Cook & Company, Inc.. Freeman Welch holds a 1988 - 1990 CFP in CFP Professional Education Program @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Strategic Planning, Public Speaking, Customer Service, Investments and more. Freeman Welch has 2 emails on RocketReach.

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