Robby Welles|Founder & President
WellesConsulting

Home / About

Retirement Planning · Pension Strategies · Wealth Preservation

Robby Welles

Robby Welles

Founder & President · Retirement Specialist

Lic. #0G27752

For more than 20 years, Robby Welles has helped retirees, families, business owners, educators, and public employees develop retirement and wealth-preservation strategies designed to protect the assets they've worked so hard to build.

As founder and president of Welles Consulting, Robby specializes in retirement planning, retirement income strategies, asset protection, and tax-efficient wealth transfer planning. Throughout his career, Robby has received numerous professional awards and has been recognized among the nation's leading retirement planning professionals for over a decade. He has conducted educational workshops and seminars throughout Southern California and has helped thousands of individuals and families prepare for retirement and make informed financial decisions.

Before entering the financial services industry, Robby played professional baseball with the Detroit Tigers and Anaheim Angels organizations, where he developed the discipline, work ethic, and commitment that continue to guide his work with his clients today.

Robby lives in the Los Angeles area with his wife and daughter. Outside of work, he enjoys spending time with family and on the golf course whenever possible. He believes successful financial planning begins with trust, transparency, and personalized guidance. Clients appreciate his straightforward approach, commitment to service, and dedication to helping them simplify complex financial decisions and pursue their financial goals with confidence.

Disclosures

Fixed and fixed index annuities and related products, through several carriers. Welles Consulting does not offer securities, mutual funds, or variable annuities.

No. Welles Consulting is an independent, family-owned agency. It is not affiliated with, endorsed by, or acting on behalf of CalSTRS, CalPERS, any school district, or any government agency.

Do something today that your future self will thank you for!