Devon Welch CFP, B.B.A
Harmony Score: 166
Devon Welch believes that informed clients make smart financial decisions. He specializes in helping individuals and families clarify and create action plans for accomplishing their goals while providing helpful encouragement to get them started. Keeping his clients informed helps them understand financial concepts that are relevant to their personal situation. As every client’s situation is unique, so is the proper course of action to help them realize their goals.
Since joining Harmony Financial, Devon has dedicated his time to growing his expertise in the ever-changing landscape of financial planning. Recognizing the need to help clients navigate more complex financial situations, he uses a team approach when sharing his experience in risk management, retirement planning and behavioural finance to help his clients reach maximum potential.
While not in the office, Devon enjoys travelling, spending time with family and playing soccer.