Welson César
Vice President Financial Consultant
- Role
- Vice President Financial Consultant at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Welson César
As a Financial Consultant, Welson helps a select group of clients plan and invest in alignment with their goals. In his free time, Welson enjoys traveling, learning, and spending time with his family.Welson can help with your many financial needs, including:• Creating a strategy to reach your financial goals• Planning for retirement on your terms• Identifying investment opportunities and staying up to date on market movementsViews expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments.Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917.
Experience
Vice President Financial Consultant
Dec 2025 — Present · Boston, MA, US
I help a select group of clients, including individuals, families, and business owners plan and invest to achieve their goals.
Education
CTPEA
Courses toward BA, Applied Economics
2002 — 2004
Moody Bible Institute
Bachelor of Arts (BA), Pastoral Ministry
2007 — 2011
Wheaton College
Master of Arts (MA), Biblical Exegesis
2012 — 2014
Certified Financial Planner Board of Standards, Inc.
CFP® , Financial Planning and Services
2017 — 2018
Skills
- Teaching
- Public Speaking
- Fundraising
- Nonprofits
- Preaching
- Customer Service
- Volunteer Management
- Pastoral Counseling
- Youth Ministry
- Theology
- Pastoral Care
- Microsoft Office
- Research
- Student Counseling
- Leadership
- Community Outreach
- Biblical Studies
- Leadership Development
- Spiritual Direction
- Religion
- Community Organizing
- Program Development
- Classroom Instruction
- Discipleship
- Nonprofit Organizations
- Social Media
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