Rich Welsh is a Certified Financial Planner (CFP®) with Veritas Wealth Management LLC.
and has assisted individuals and companies with their financial plans for
over fifty years. He established Welsh Capital Planning in 1971 and has been a
CERTIFIED FINANCIAL PLANNER™ practitioner since 1977. He has conducted
workshops and seminars nationally on Financial and Estate Planning and has
taught at Real Estate Schools in the Houston area.
“I feel my ability to take an intimidating subject and present it in an interesting
and beneficial way has helped individuals view financial planning in a new light
as they take steps towards achieving their financial goals,” he explains. Rich
feels the most significant change to the financial services industry in the past
35 years is going from a product-oriented business to a service-oriented
business. With a “user-friendly” approach, he offers clients ideas on their
overall financial goals and works with them on how to best reach them and
helps ensure that all areas of their financial picture – Retirement income, IRA
Distributions, Investments, Income Taxes, Estate Planning, and Insurance – are
properly coordinated and working correctly.
Over his career, Rich has been interviewed and quoted in various publications
including The Houston Business Journal, Houston Post, Money Magazine, and
The Financial Planner Magazine. Also, He has been a guest on several radio
and television talk shows.
Rich is a Registered Representative with SagePoint Financial, Inc., a registered
broker-dealer and member of the Financial Industry Regulatory Authority
(FINRA) and Securities Investor Protection Corporation (SIPC). He joined
SagePoint in April 1971. In 2000, Rich was the recipient of their Lifetime
Achievement Award1, which recognizes representatives who have
demonstrated a long-standing commitment to building and growing their
business and genuine desire to assist in the success of others.
Rich is married to Betty and between them they have four children and six
grandchildren. A longtime resident of Houston and previously in the U.S. Air
Force for over eight years, Rich attained the rank of Captain and flew in the F-
101B Interceptor. He still flies and owns his own aircraft. In addition to
personal enjoyment, uses it to raise money for several charitable events each
year. Rich serves on the committee of the Wings Over Houston Airshow
and speaks on aviation history to various youth groups and veterans
organizations. He was also honored to serve on a church board over a several
year period.
1 The Lifetime Achievement Award is not based upon performance or returns
experienced by any client or opinions of the advisor’s clients or former clients.
It does not guarantee future investment success and does not ensure that a
client or prospective client will experience a higher level of performance or
results.