Heather Welsh, CFP®, MSFS

Special guest

Director, Wealth Planning Department | While you may not meet with me directly as a client of Sequoia, there’s a good chance I will have a hand in crafting your financial plan. I love delving into the technical details of drafting the plans that are ultimately presented to our clients. I collaborate with all of the lead advisors at the firm in modeling, forecasting, analysis, and updating of our clients’ plans with a focus on planning for owners of closely-held businesses. In addition, I develop planning-based recommendations and strategies for our clients both through and outside of the formal planning process.

Heather Welsh, CFP®, MSFS has been a guest on 1 episode.