Nathan D. Welsh

About Nathan D. Welsh

I love learning about people, their stories and how they got to where they are. I love finding out what made them who they are today. This passion led me to have breakfast with a classmate from my MBA program. Half way through our meal he told me,\"you should really be a financial advisor\". Within 2 months of that breakfast, I was hired by (in my opinion and many others) the BEST firm in the country. I found my calling and couldn\'t be happier! My goal is to enrich the lives of every person I encounter and help them become a better steward with what they have been blessed with. I truly want to understand what\'s important to you, what your goals are and what financial fears or problems I can solve and help you overcome. To do this, I use an established process to help Families, Professionals, and Business Owners build personalized strategies to achieve their goals. We (myself, my office manager and my firm) will partner together throughout your life to keep you on track. If I can serve you in some way, please let me know. When I am not in the office, I am with my beautiful bride (who I met in 3rd grade) or trying to keep up with my 3 rambunctious For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Jun 2015 — Present · CA

   Help my clients define, plan and attain their financial goals.

Education

• Biola University Crowell School of Business

  Master of Business Administration (MBA)

  2014 — 2018

• University of California, Santa Barbara

  Bachelor of Arts (B.A.), Business/ Economics, Business, Economics, Sports Management

  2002 — 2007