H. Robert (Bob) Welge
H. Robert Welge MS, AAMS
Experienced in financial management: cash, bonds, stocks and mutual funds
Development and analysis of business opportunities
Financial planning and advice
Financial research and education
Execution of terms and conditions of financial trusts
Officer of the Orange County Chapter of the American Association of Individual Investors (AAII) www.aaii.com
Committee member of the Financial Planning Association (FPA) reporting to the Board of Directors
Past Member of the Board of Directors of the FPA of Orange County--served on Executive Committee as Secretary. www.fpaocc.org
Numerous Seminars created and delivered on financial topics:
- Achieving Your Future Financial Goals--Some Guidelines
- Top Investment Websites
- Model Portfolios
- Economic Indicators and Market Performance
- Stock Screens
- Picking Winning Stocks Using Web-Based Stock Screens and Leading Screening Criteria
- Mutual Funds--Screens (Buying), Selling, Portfolios and Risks
- When to Sell--Stocks and Mutual Funds
- Financing Retirement--How Much Do You Need and How Much Can You Spend
Master of Science from UCLA
Professional designation as an Accredited Asset Management Specialist (AAMS) from the College for Financial Planning
