Tricia B. Welsh,  CFP<sup>&reg;</sup> - Financial Advisor

Tricia B. Welsh, CFP®

Beck Bode Wealth Managment

858 Washington Street
Dedham, MA 02026
FINANCIAL ADVISOR'S WEBSITE
(617) 209-2224

General

Tricia Welsh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beck Bode Wealth Managment in Dedham, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources