Dirk Welzien
Login to view DISC.Dirk Welzien is a licensed agent with New York Life in San Ramon, CA, focusing on helping individuals and businesses with wealth preservation and growth. An alumnus of San Jose State University, he specializes in college funding and retirement strategies. He was recently named one of Forbes Best-in-State Financial Security Professionals for 2026.
Dirk has deep roots in the Bay Area, having previously worked in real estate before dedicating his career to financial services. His work history suggests a strong understanding of the local market and community.
He has been recognized on the Forbes list of top financial security professionals for multiple consecutive years, from 2022 through 2026.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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