Dave Welty, CFP®
Avier Wealth Advisors
Financial Advisor located in Bellevue, WA and serving the entire Seattle area.
• Fee-Only Financial Planning
• Distribution and SS Strategies
• Estate Planning
• 401(k) and IRAs
• Women and Investing
• Investment Management
• Insurance Review
• Dimensional Fund Advisors
• Concentrated Stock Positions
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Offices
Bellevue Office
10655 NE 4th Street
Suite 508
Bellevue WA 98004
Lake Oswego Office
4900 Meadows Road
Suite 130
Lake Oswego OR 97035
Also Serving
Portland OR
Also Serving
Seattle WA
Dave Welty is a Fee-Only Financial Planner located in Bellevue, WA and serving the Seattle area. Avier Wealth Advisors specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Biography
As founder and managing director of the firm –formerly called Retirement Asset Management– Dave Welty finds himself in a fortunate position. He’s been able to combine his entrepreneurial spirit and a passion for creating a world-class client experience into a rewarding career and business. Every day he gets to go into the office knowing that he has assembled a dedicated team of professionals whose work has a positive and direct impact on people’s lives. He likens his job to that of an air traffic controller, strategically coordinating best practices and allocating resources to bring those under Avier’s guidance to their desired futures without a lot of turbulence along the way.

Dave lives on the shores of Lake Sammamish with his wife Katherine and their two boys, Cameron and Graham. Enjoying quiet time on the lake, camping up in the mountains or traveling the world in pursuit of big fish—Dave never tires of spending time with his family and friends in nature’s living room. While he is more likely to brag about his sons’ many talents, Dave will gladly oblige with a story about his fiftieth birthday. The one that ends with an 80-lb. blue marlin on the end of a fly rod. Not a bad way for a guy to mark half a century.

Education
Bachelor of Science in Geology, Mesa State College

Certifications
Certified Financial Planner™ Professional

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