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Stephen Welch, MBA

Stephen Welch, MBA

Retirement Income Specialist

Steve's practice is dedicated to helping families, individuals, and business owners increase their financial security and peace of mind. He is committed to helping clients maximize the benefit of their assets for themselves and for their families and for others they care about.  During a successful career in the semiconductor industry, Steve held senior and middle management positions with two leading semiconductor process equipment manufacturers. ln 1988 when one of the companies was acquired, and having gained substantial experience with company benefit programs and how they helped participating employees, he transitioned into the financial services industry. Steve operated American Pension & Benefit Resources until 2020 when he merged his business with Harris Private Wealth. This combination of talents offers additional capability and capacity, a similar commitment to client success, and continuity advantages.

Steve earned a Bachelor's Degree in 1970 from the University of Colorado with a Major in Anthropology and a Minor in English. He received an MBA Degree in 1986 from the University of Phoenix. ln 1990 he was awarded a Certificate in Financial Planning from Golden Gate University. Steve completed the CFP Professional Education Program from the College for Financial Planning in 1993. He is a Certified Financial Planner®. Steve holds the FINRA Series 7 (General Securities Representative) and Series 63 (Uniform State Securities) registrations.

Stephen Welch is a Registered Representative of and offers securities and investment advisory services through MML lnvestors Services, LLC. Member SIPC. Supervisory office: 3003 Oak Rd., Suite 250, Walnut Creek, CA94597. (925) 979-2300.

CA lnsurance License #O743726