Charles  Welde,  CFP<sup>&reg;</sup> - Financial Advisor

Charles Welde, CFP®

CPA,

The CP Welde Group

330 Kennett Pike Rt 52, Ste 201
Chadds Ford, PA 19317
(610) 388-7705

General

Charles Welde is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The CP Welde Group in Chadds Ford, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU, CASL

Insurance Licenses

  • Life insurance: PA,FL
  • Health/disability insurance: PA,FL
  • Fixed annuities
  • Variable annuities: PA,FL

Financial Advisor's Specialties

Estate Planning, Investment Management, Insurance, Personal Taxes

More

Helpful Financial Planning Resources