Tanya Welch

Tanya Welch

Wealth Advisor and Partner at BakerAvenue Wealth Management
San Francisco, California, United States

*50 free lookup(s) per month.

No credit card required.

Tanya Welch’s Email

Tanya Welch’s Phone Numbers

Social Media

Tanya Welch’s Location

Tanya Welch’s Current Industry

Tanya Welch’s Prior Industry

Not the Tanya Welch you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

🔍 Search

Work Experience

BakerAvenue Wealth Management

Wealth Advisor, Partner

2022-01-01 - Present

Polaris Wealth Advisers, LLC (Formerly Polaris Equity Management, Inc.)

Director of Wealth Management

2010-09-01 - 2015-02-01

UBS Wealth Management

Financial Advisor

2007-08-01 - 2009-09-01

Guardsmark

Account Manager

2001-08-01 - 2006-11-01

Skills

tactical asset allocation asset management wealth management financial planning risk management estate planning tax planning philanthropy impact investing financial feminism family office investment strategies life planning legacy planning blue chip investment advisors estate trust dynamic core tactical fix income global income alternative investments market outlook concentrated stock multigeneration planning esg sustainable investments retirement planning

Languages

English