Joseph Welsh is a financial planner with Coastal Wealth. However, it’s his background in the military, engineering and corporate management that he believes helps him be better prepared to relate complex financial strategies that some clients may find daunting.
“I believe that financial literacy is a pillar to achieving success in any profession and, without it, we’re putting stress on our current and future economy,” he says. “My goal with every client is to develop innovative strategies to efficiently accomplish their personal, professional and financial goals.”
To help increase financial literacy in his own community, Welsh also works with organizations such as Junior Achievement to pass his knowledge on to people of all ages.
What’s the best piece of advice you’ve ever been given?
Good enough is not acceptable. Do it right or do it again.
