Howard Welsh CFP®

Financial Planning Specialist

Howard is our lead financial planning case development consultant and is responsible for working with our team and clients to help build highly customized financial plans for our clients.  Previously Howard worked as Director of the Case Consulting unit in MetLife’s financial planning division. In this capacity, he led a team of consultants in developing customized, client-centric solutions.  Howard has created over 1,000 financial plans in his career.  Howard earned a BA in English from Ithaca College and has been a CFP®charterholder since 1996, and is an active member of the Financial Planning Organization (FPO).

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