San Antonio, TX Chapter: Coming Soon!

For questions, please contact the San Antonio Chapter Head, Kelly Welker, below. 


Kelly Welker MBA, CRPC®, CRCP™
Managing Partner, SagePoint Financial Branch Manager


About: Kelly Welker has been a licensed financial advisor since 1998. She holds a Master's Degree in Business Administration and a designation from the College of Financial Planning as a Chartered Retirement Planning Counselor. She also obtained a Certified Regulatory and Compliance Professional designation from the FINRA Institute at The Wharton School of Business at The University of Pennsylvania. Kelly is active in the community and has been a past San Antonio Business Woman of the Year Award. She has been active in local community organizations such as The Bexar County Child Welfare Board, The Emergency Services District Board of Bexar County and served on the Advisory Board of Directors for the Alamo Area Parkinson's Support Group. She is also a past member of The Financial Services Institute which actively lobbies Congress on behalf of independent advisors and their clients. She has regularly participated in Investment Policy Day on Capitol Hill where she spent time speaking to congressional members about upcoming regulatory issues that have negative unintended consequences for investors. Kelly recently completed a three year term as an elected member to The District 6 Committee for Texas for FINRA aka The Financial Industry Regulatory Authority, formally NASD and has served on disciplinary hearing panels for FINRA. In her spare time, Kelly loves to travel, has a passion for scuba diving, loves to read and has a passion for collecting and restoring antique books and furniture.

Specialties: Kelly has spent a great deal of time furthering her financial education over the last 20 years so her clients can benefit from the latest tools and investment solutions available in the industry. Kelly specializes in Comprehensive Retirement Planning and Wealth Management which may include insurance, estate planning and tax management planning. Because she feels that all clients should have a choice, she offers both fee based and transactional based planning and Custom Investment Management. She dedicates her practice to those wishing to use their assets to supplement their income during retirement and risk management is her focus.

Quote: "We help provide financial solutions to problems most investors don't even know they have." - Kelly Welker

Connect: Contact Kelly at or at (210) 581-5607, or visit her website below!