Tron Welch, CFP®, CPA, MBA, AIF® in

Tron Welch, CFP®, CPA, MBA, AIF®

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Principal at Welch Financial Planning, LLC
📍 Boulder, Colorado, United States

Tron Welch is the founder of Welch Financial Planning, an independent firm in Boulder, CO, focused on comprehensive financial and retirement planning. As a fiduciary holding CFP®, CPA, and MBA designations, he specializes in integrating tax strategies and investment management for his clients. He earned his MBA from Washington University in St. Louis.

Outside of his firm, Tron is deeply committed to community service. He is a passionate advocate and fundraiser for the Veterans Community Project, an organization that provides support and housing for homeless and at-risk veterans in his local area, demonstrating a strong dedication to giving back.

He holds dual, high-level certifications as a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA).

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Experience
35 Years
Current Role
Principal
Job Level
Senior
Location
Boulder, Colorado, United States
Personality Overview

How Tron shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tron cares about

Supporting Veterans
Actively organizes, promotes, and participates in fundraising events for the Veterans Community Project to help at-risk and homeless veterans in his community.
Wealth Management Innovation
Attends industry events like the Future Proof Festival to bring back fresh ideas and innovative wealth management strategies to his firm and clients.
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Career

Work history

10-2007
Principal
Welch Financial Planning, LLC
2004 - 2007
Financial Advisor
AIG VALIC
2002 - 2004
Financial Advisor
American Express Financial Advisors
1991 - 2001
Division Controller
Amsted Industries
1991 - 2001
Controller
Amsted Industries
In the press

Media appearances

Tron Welch (Welch Financial Planning, LLC) – Advisor Review, Fees, Clients, Comparison. Featured in GetWarmer
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Education
1999 - 2001
MBA
Washington University in St. Louis
1987 - 1991
B.S.
Indiana University Bloomington
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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