Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Bill takes an educational approach to help his clients understand how the financial decisions they make today will havea profound impact on their future.
Billis one ofthe few financialadvisorsin the countryto haveearnedboththe CharteredFinancialAnalyst (CFA)andCERTIFIEDFINANCIALPLANNER™ (CFP®)designationswhile alsobeingaCertifiedPublic Accountant(CPA).
While Bill has deep technical knowledge and experience in all areas of financial planning, he believes that simplicity is the ultimate formof sophistication and explains his recommendations in plain English.
In 1998, Bill began his career in the financial services industry joining Ernst& YoungLLP where he workedin audit andlitigationadvisory services. AfterleavingErnst&YoungLLP,BillservedinthePeace Corps.Stationedin Honduras,he volunteeredhistimeandservicestosmallbusinessownersand youth groups.
What Bill finds most appealing about his work is the opportunity to meet and help a diverse group of people, as well as the freedom of being self-employed. Outsideof work, Bill likes to stay active. He has run five marathons to date, enjoys playing tennis, golf, and spending time with friends. Originally from Medford, Massachusetts, Billcurrently residesin South Boston.
- B.A. inaccounting, Universityof Massachusetts Amherst
- Chartered Financial Analyst (CFA)
- Certified Public Accountant(CPA)
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Member, Boston Society of Security Analysts (BSSA)
- Member, Massachusetts SocietyofCPAs (MSCPA)
Area(s) of Focus
- Insurance Strategies
- Investment Strategies