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Financial Planning Association of MA David M Welch Receives the Commander's Award for Public Service

Welch is an active volunteer with a team of Military Pro Bono members from the FPA™ of MA who have completed 1563 Federal and State tax returns, $239,000 in tax preparation fees, and generated over 2.1 million tax refunds for service members

 
 
David M. Welch
David M. Welch
PRLog - Oct. 25, 2012 - Financial Planning Association™ (FPA™) of Massachusetts member David M. Welch recently received the Commander’s Award for Public Service in recognition of his pro-bono tax preparation work and financial counseling with members of the armed services and their families.

The award was signed by L. Scott Rice, Major General and Adjutant General of the Massachusetts National Guard.  Welch has volunteered his time and services throughout the year at Yellow Ribbon Events held for service members who are either pre or post deployment.  Welch is an active volunteer with a team of Military Pro Bono members from the FPA™ of MA who have completed 1563 Federal and State tax returns, saved service members and their families $239,000 in tax preparation fees, and generated over 2.1 million Federal and State refunds for service members. In addition FPA™ of MA volunteers helped counsel more than 260 service members and their families.

A resident of Wellesley, Welch is the Managing Principal of Fuller Brook Financial Partners which he founded 3 years ago. Earlier in his career Welch was a Partner with PricewaterhouseCoopers, LLP where he focused on providing business advisory services to investment managers, mutual fund companies, trust companies and other financial services institutions. More recently he opened and managed the Boston office of Jefferson Wells

International, Inc. providing finance, accounting, internal audit and technology services to middle market and Fortune 500 companies throughout New England.

Welch completed the Boston University certificate program for Financial Planning in 2009, and earned a Masters in Business Administration from the State University of New York at Albany. He received his Bachelors degree from the University of Rochester. Welch served on the Board of the Boston Youth Symphony Orchestras, Inc. from 1998 to 2008 and was Board president from 2000 to 2008. He is an active member of St. Andrews Episcopal Church in Wellesley.

“We congratulate David on receiving the Commander’s Award for Public Service,” said John Napolitano, President of the FPA™ of MA. “He has donated countless hours of services to assist our military men and women with their financial well being. As an organization we are proud of our community service and we are grateful for the generous commitment that David brings to our program.”

About the Financial Planning Association™ of Massachusetts

Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA™MA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner; the planner should be a CFP® certificant.

Many FPA™ MA members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession. For more information please call 855-54-FPAMA (37262) or visit www.fpama.org.

Photo:
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Source:PR First
Country:United States
Industry:Finance
Tags:tax, personal wealth, financial planning, wealth management
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