John P. Welch CPA, Attorney at Law
870 Market Street, Suite 1166
San Francisco, CA 94102
Phone: (415) 544-0220
Fax: (415) 544-0210
Financial Reporting and Management
MBA Finance 1980 – Vanderbilt University, Owen School, Nashville, TN
BS Accounting 1976 – Villanova University, Villanova, PA
California Board of Accountancy (License 41451)
California Society of Certified Public Accountants
American Institute of Certified Public Accountants (AICPA)
American Association of Attorney-Certified Public Accountants
Income Tax Planning and Compliance
JD 1991 – University of San Francisco School of Law
MS Taxation 1987 – California State University East Bay, Hayward, CA
State Bar of California (License 208799)
State Bar of California, Income Tax Section (11/30/09)
Admitted to Practice before the US Tax Court
Risk Management
Chartered Life Underwriter (CLU), American College of Life Underwriters
Associate in Risk Management, ACPCU/American Insurance Institute.
Life, Health and Disability Agent – CA (License 0B62668)
Long-term Care Agent – CA
Summary Of Life Insurance Products, Applications and Tax Aspects, Kugler Press, 2004.
Investment Management/Financial Planning/Retirement Planning
NASD Series 7, 63 and 65
Investment Adviser, State of California
Personal Financial Specialist (PFS) by AICPA – “the CPA financial planner”
Chartered Financial Consultant (ChFC), American College of Life Underwriters
Estate Planning/Succession Planning
State Bar of California, Trusts and Estates Section
American Association of Attorney-Certified Public Accountants
San Francisco Bar Association
National Association of Estate Planners and Councils (NAEPC)
Accredited Estate Planner, National Association of Estate Planners and Councils
