Tom Welsh is a Certified Financial Planner™ and earned his Financial Planning Certificate from Georgetown University in 2010. He completed the steps to achieve the CFP Board’s education, examination, experience and ethical requirements. He also completed the CFP Board’s certification requirements including continuing education to use the CFP® marks.
Prior to entering the financial planning profession, Tom worked at IBM and then Siemens in senior management positions. His years there offered him extensive training in related disciplines such as problem solving, project management, decision making, interpersonal skills, finance and good listening.
Tom joined Pegasus Financial Group in 2012. His approach to clients is to take a broader look at your financial situation and to create short/long term goals with action plans to meet your objectives. We can discuss any concerns you may have regarding taxes, selecting insurance, managing investments, timing retirement or developing estate plans. Quite simply, he is an informed resource that gives you the confidence to make financial decisions. While Tom works with families of all ages and backgrounds, the majority of his clients are those at or nearing retirement who want to develop income strategies so they don’t run out of money.
Tom lives with his wife Kathy in Oakton VA, and has two grown daughters in Arlington VA. Tom enjoys all sports, especially golf. He has been active in Junior Achievement and Fairfax County Youth Sports.
Tom is a graduate of the Wharton School at the University of Pennsylvania.