Dave Welty, CFP®
Managing Director at Avier Wealth Advisors- Claim this Profile
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Credentials
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Certified Financial Planner
CFP Board
Experience
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Avier Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Managing Director
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Jan 2000 - Present
Avier Wealth Advisors is a fee-only wealth management firm based in Bellevue, Washington. Although we work with clients from all backgrounds, our focus is primarily on serving high earning executives in our local area from companies such as Microsoft, Amazon, Google, and Boeing. As founder and managing director, my primary goal is to guide my team to achieve its mission of assisting six figure earning executives with financial advice that allows them to enjoy the life they want without costing them a ton in taxes or time. The content posted to this page is for illustrative purposes only. Individual situations may vary. Please consult your advisor to determine if the scenarios discussed on this page are right for you. Investment Advisory services offered through Avier Wealth Advisors. Show less
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Education
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Mesa State College
BS, Geology