John is deeply dedicated to meeting the needs of his client businesses, including family-owned entities and international businesses. He is a trusted advisor who works with clients in long-term relationships that provide a deeper context for understanding clients. As a CPA, attorney and a business advisor with a doctorate in international business management, John helps clients with his integrated set of financial, legal and business skills. He brings a full spectrum of support to each business he assists.

With more than 25 years of experience helping clients, John assists executives to design strategies to meet their financial goals through income tax planning, estate plan design and implementation, fiduciary services, financial management, and insurance planning and implementation. He is a trusted partner for helping to make day-to-day decisions necessary success.

A continuous learner, John holds several degrees and certifications. These include: C.P.A.,CLU and ChFC certifications, J.D. from University of San Francisco, and a Ph.D. in International Business Management from the International School of Management in Paris, France. Earlier degrees include a B.S. in Accounting from Villanova University, MBA in Corporate Finance from Vanderbilt University and MS in Taxation from Cal State East Bay.

John received the Excalibur Award from the Alumni Association of Bishop Eustace Preparatory School in 2015.

He is a member of the National Association of Estate Planners and Councils, the AICPA and California Society of CPAs.

In his spare time, John is an avid traveler, sports fan and reader.

Publications

  • “Extending a Contingency Theory of Enterprise Risk Management for Financial Services Firms: A Multiple Case Study” | John Welch (PhD, Hons.)

News and Press

Recipient of Excalibur Award from Bishop Preparatory School 

Testimonials

I have worked with John for several years and he always provides me with excellent advice. His work is impeccable and always delivered on time.

– Kevin Flood, CEO Gameinlane, Inc.