Robert B. Welch, RFC®
Rob has worked in Financial Services since graduating from Lafayette College in 1998. His journey to Blue Rock Avenue One began with New England Financial Group, where he worked with Chris Benfer and Matt MacNeal developing financial plans for individuals and small businesses. In 2001, Rob accepted an opportunity to work with a regional accounting firm to help them build out their financial services unit. Rob’s desire to get back into a focus on independent, fee based financial planning led him back to Blue Rock and working with Chris and Matt.
Rob’s extensive experience working with client’s to build out their financial plan, as well as in designing effective solutions to meet their needs is a true benefit to Blue Rock Avenue One. His ability to listen to his client’s goals, and translate those goals into actionable items is what makes Rob a trusted part of the Blue Rock team.
Rob lives in Newtown Square, PA with his two daughters.