Roberta K Welsh, CFP®CEP®

Certified Financial & Estate Planner

Roberta K Welsh, CFP®CEP®

Full Description

Roberta Welsh is a CERTIFIED FINANCIAL PLANNER™ Professional as well as a CERTIFIED ESTATE PLANNER™ who has been serving clients since 1983. As the owner and president of Welsh & Welsh, she is a very successful financial planner and a fee based advisor with LPL Financial. Her client base consists of retirees, pre-retirement clients, business owners and professionals.

Roberta received her undergraduate education at Framingham State College MA and her Master’s degree from Loyola University. Her CFP® designation was awarded from the College for Financial Planning and her CEP® designation from the National Institute of Certified Estate Planners. She is a Life, Health, Variable Annuity, and Long Term Care licensee.

Due to the ever changing nature of legal, tax, and investing strategies, this education cannot remain static, thus Roberta maintains and exceeds the minimum continuing education standards required to maintain both her CFP® and CEP® credentials as well as her life insurance license and securities registrations.

Roberta is owner/president of Welsh & Welsh, Inc. She is a registered Principal and an Investment Advisor Representative with LPL Financial, the nation’s leading independent brokerage firm (As reported by Financial Planning magazine, June 1996-2010, based on total revenue). LPL Financial is a member of FINRA (Financial Industry Regulatory Authority) and the Securities Investor Protection Corporation (SIPC). Unlike most major Wall Street Firms, LPL Financial does not offer their own investment products so they are unbiased in their research and outlook


Roberta K Welsh, CFP®CEP®
LPL Branch Manager
Welsh & Welsh, Inc
5583 – B  Via Dicha

Laguna Woods, CA 92637
Securities and advisory services offered through LPL Financial

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