After more than 20 years as a consultant in the Financial Services Industry, Bill spent 3 years as a Portfolio Manager before becoming a Financial Advisor in 2012, quickly earning his CERTIFIED FINANCIAL PLANNER™ certification. His best known clients included American Express, Chase, Prudential and Merrill Lynch.
Serving Business Owners and families, Bill's mission is to assist clients with their financial decisions while avoiding the most common mistakes. Bill became a financial advisor as a result of personal experience. He came across too many situations where business acquaintances, friends and family members faced financial hardship that may have been reduced or eliminated by better financial management. He's passionate about taking his industry knowledge and combining his consulting and analytical experience along with his communication skills to make lasting client relationships.
Although, many Financial Advisors call themselves "financial planners", the CFP® certification is recognized as the highest standard in personal financial planning. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. Only a select group of planners have met the rigorous requirements necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals. They understand all the complexities of the changing financial climate and make recommendations in your best interest. Less than 20% of practicing financial advisors in the industry can claim this distinction.
Bill and his wife currently live in Whitehouse Station, NJ. They have 2 daughters and enjoy travelling, skiing and socializing He's also an avid golfer. Additionally, Bill holds a Bachelor of Mechanical Engineering degree.
Specialties: Retirement, Investment Strategies, Buy/Sell Agreements, College Planning, Insurance.