Bill is a CERTIFED FINANCIAL PLANNER™ practitioner with 32 years of experience in the financial services industry. In addition to earning the CFP® certification, Bill has completed the educational and field experience requirements for the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Accredited Estate Planner (AEP®) designations. He earned his Bachelor of Arts degree in Psychology from Brandeis University in 1987.
Bill is a current member of the South Florida Chapter of the Financial Planning Association, Greater Boca Raton Estate Planning Council, Boca Raton Chamber of Commerce and Downtown Boca Raton Rotary Club. Presently, he is the Chairperson for his rotary club’s Alzheimer’s Committee.
Bill has lectured on various financial planning topics to such organizations as the Society of Financial Services Professionals of the Palm Beaches, the Boca Raton Chamber of Commerce, the Florida Institute of CPAs and Valmark Financial Group. He has also been published for his research on life insurance policy design in the Journal of Financial Services Professionals. A Philadelphia-area native, Bill makes his home in Delray Beach with his wife, Tanya, and their two children, Romy 20, and Ben, 17. Romy is a junior at the University of Florida and Ben is a 11th grade student.
Certified Financial Planner Board of Standards Inc.(CFP Board) owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.